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
1301
$23.7M 0.01%
1,135,095
-16,352
1302
$23.6M 0.01%
233,865
-18,408
1303
$23.6M 0.01%
743,248
-312,712
1304
$23.6M 0.01%
850,084
+11,687
1305
$23.5M 0.01%
434,903
+153,776
1306
$23.5M 0.01%
1,910,709
-12,911
1307
$23.5M 0.01%
949,719
+222,783
1308
$23.4M 0.01%
496,049
+222,511
1309
$23.4M 0.01%
875,629
+127,834
1310
$23.4M 0.01%
271,066
-49,819
1311
$23.4M 0.01%
294,138
+66,812
1312
$23.4M 0.01%
493,266
-46,830
1313
$23.4M 0.01%
812,922
+33,963
1314
$23.3M 0.01%
1,313,802
+767,852
1315
$23.3M 0.01%
1,246,820
+100,666
1316
$23.3M 0.01%
297,700
+1,468
1317
$23.2M 0.01%
818,022
+32,962
1318
$23.2M 0.01%
593,917
+161,405
1319
$23.2M 0.01%
1,144,514
+88,426
1320
$23.2M 0.01%
427,780
+24,766
1321
$23.1M 0.01%
645,982
-158,097
1322
$23.1M 0.01%
407,597
+49,628
1323
$23.1M 0.01%
233,629
+81,462
1324
$23.1M 0.01%
662,942
+157,691
1325
$23M 0.01%
1,280,658
+315,482