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
1351
$22.2M ﹤0.01%
535,517
-187,379
1352
$22.1M ﹤0.01%
245,212
-128,582
1353
$22.1M ﹤0.01%
180,010
+29,650
1354
$22.1M ﹤0.01%
1,150,018
-1,477,552
1355
$22.1M ﹤0.01%
1,163,092
-97,492
1356
$22.1M ﹤0.01%
267,214
+152,090
1357
$22M ﹤0.01%
461,588
+228,318
1358
$22M ﹤0.01%
299,138
-23,474
1359
$22M ﹤0.01%
1,274,846
+104,906
1360
$21.9M ﹤0.01%
316,295
+24,978
1361
$21.9M ﹤0.01%
303,618
-64,034
1362
$21.9M ﹤0.01%
441,164
-119,494
1363
$21.8M ﹤0.01%
440,015
+46,507
1364
$21.8M ﹤0.01%
307,072
-378,175
1365
$21.7M ﹤0.01%
603,156
+35,375
1366
$21.7M ﹤0.01%
1,301,453
-49,707
1367
$21.7M ﹤0.01%
447,623
-212,542
1368
$21.7M ﹤0.01%
329,932
+22,074
1369
$21.6M ﹤0.01%
451,573
+42,652
1370
$21.6M ﹤0.01%
502,766
-47,074
1371
$21.6M ﹤0.01%
237,377
+103,806
1372
$21.6M ﹤0.01%
740,208
+36,680
1373
$21.6M ﹤0.01%
386,318
-44,571
1374
$21.5M ﹤0.01%
582,829
+582,733
1375
$21.5M ﹤0.01%
755,187
+285,627