Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$412B
AUM Growth
+$9.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,846
New
Increased
Reduced
Closed

Top Buys

1 +$2.14B
2 +$810M
3 +$773M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$667M
5
MSFT icon
Microsoft
MSFT
+$600M

Top Sells

1 +$1.14B
2 +$968M
3 +$779M
4
MBB icon
iShares MBS ETF
MBB
+$777M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$765M

Sector Composition

1 Financials 9.93%
2 Technology 9.36%
3 Healthcare 8.43%
4 Industrials 8.4%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$25.5M 0.01%
802,467
-21,735
1252
$25.5M 0.01%
1,202,493
+9,377
1253
$25.3M 0.01%
1,312,993
-218,608
1254
$25.3M 0.01%
2,480,069
+2,068,269
1255
$25.3M 0.01%
1,094,691
+53,355
1256
$25.2M 0.01%
595,772
+115,360
1257
$25.2M 0.01%
1,153,274
+39,114
1258
$25.1M 0.01%
616,605
+105,863
1259
$25.1M 0.01%
372,417
-6,473
1260
$25M 0.01%
1,777,773
-142,318
1261
$25M 0.01%
235,629
-6,249
1262
$25M 0.01%
1,329,014
+27,140
1263
$24.9M 0.01%
382,221
-66,736
1264
$24.9M 0.01%
429,146
+27,529
1265
$24.9M 0.01%
427,113
-10,977
1266
$24.8M 0.01%
1,049,001
+965,763
1267
$24.8M 0.01%
542,211
-990,880
1268
$24.8M 0.01%
894,747
+30,900
1269
$24.7M 0.01%
939,119
+78,686
1270
$24.7M 0.01%
114,322
-8,088
1271
$24.7M 0.01%
1,504,420
+70,920
1272
$24.7M 0.01%
533,638
+105,991
1273
$24.7M 0.01%
718,515
-89,842
1274
$24.7M 0.01%
5,315,502
+265,017
1275
$24.6M 0.01%
557,499
-175,299