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
1276
$24.6M 0.01%
201,033
+4,088
1277
$24.4M 0.01%
1,363,299
+372,089
1278
$24.2M 0.01%
1,809,201
-990,195
1279
$24.2M 0.01%
1,144,850
-117,612
1280
$24.1M 0.01%
146,541
+7,077
1281
$24.1M 0.01%
494,514
-145,974
1282
$24.1M 0.01%
722,612
+118,895
1283
$24M 0.01%
2,991,973
+221,133
1284
$24M 0.01%
843,076
+56,111
1285
$24M 0.01%
2,353,564
+807,115
1286
$23.9M 0.01%
309,430
+34,826
1287
$23.9M 0.01%
481,541
+45,749
1288
$23.9M 0.01%
421,203
+389,302
1289
$23.9M 0.01%
1,166,760
-15,886
1290
$23.9M 0.01%
452,927
+9,442
1291
$23.9M 0.01%
631,504
-103,783
1292
$23.8M 0.01%
974,746
-307,297
1293
$23.8M 0.01%
277,196
-37,024
1294
$23.8M 0.01%
316,231
+26,223
1295
$23.8M 0.01%
1,570,587
+1,163,677
1296
$23.8M 0.01%
375,253
+281,727
1297
$23.7M 0.01%
262,948
+6,391
1298
$23.7M 0.01%
1,547,637
+208,759
1299
$23.7M 0.01%
364,761
+51,834
1300
$23.7M 0.01%
438,590
+77,947