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
1326
$23M 0.01%
751,545
-40,477
1327
$22.9M 0.01%
219,871
+38,336
1328
$22.9M 0.01%
1,101,668
+181,391
1329
$22.9M 0.01%
908,280
+45,568
1330
$22.9M 0.01%
668,322
+429,437
1331
$22.9M 0.01%
331,977
-5,594
1332
$22.9M 0.01%
448,663
+143,699
1333
$22.9M ﹤0.01%
1,676,587
+148,746
1334
$22.8M ﹤0.01%
867,392
+275,104
1335
$22.8M ﹤0.01%
813,635
-79,298
1336
$22.8M ﹤0.01%
166,113
+12,639
1337
$22.8M ﹤0.01%
3,177,371
+378,783
1338
$22.8M ﹤0.01%
1,529,000
+318,888
1339
$22.8M ﹤0.01%
914,879
+141,221
1340
$22.7M ﹤0.01%
953,500
-34,868
1341
$22.7M ﹤0.01%
1,132,046
+101,898
1342
$22.7M ﹤0.01%
3,590,268
-1,280,320
1343
$22.6M ﹤0.01%
254,040
-13,471
1344
$22.5M ﹤0.01%
260,557
+34,394
1345
$22.5M ﹤0.01%
359,980
-83,205
1346
$22.4M ﹤0.01%
535,606
+187,078
1347
$22.3M ﹤0.01%
706,697
-138,738
1348
$22.3M ﹤0.01%
640,922
+61,055
1349
$22.2M ﹤0.01%
188,735
-7,092
1350
$22.2M ﹤0.01%
480,419
+90,398