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
1376
$21.5M ﹤0.01%
159,827
+31,548
1377
$21.5M ﹤0.01%
381,758
-6,327
1378
$21.4M ﹤0.01%
1,158,362
-502,847
1379
$21.3M ﹤0.01%
902,846
-180,316
1380
$21.3M ﹤0.01%
986,783
+227,784
1381
$21.2M ﹤0.01%
863,499
+81,458
1382
$21.2M ﹤0.01%
228,403
-139,099
1383
$21.2M ﹤0.01%
1,117,890
-415,562
1384
$21.2M ﹤0.01%
497,427
-325,642
1385
$21.1M ﹤0.01%
798,589
-152,316
1386
$21.1M ﹤0.01%
433,135
+27,895
1387
$21.1M ﹤0.01%
597,292
+3,152
1388
$21.1M ﹤0.01%
489,856
+28,373
1389
$21M ﹤0.01%
438,004
+48,897
1390
$21M ﹤0.01%
325,676
+104,589
1391
$21M ﹤0.01%
656,206
+164,332
1392
$21M ﹤0.01%
730,593
-118,986
1393
$21M ﹤0.01%
541,076
-182,775
1394
$21M ﹤0.01%
631,349
+91,593
1395
$20.9M ﹤0.01%
827,242
+114,430
1396
$20.9M ﹤0.01%
814,244
+99,952
1397
$20.9M ﹤0.01%
+744,587
1398
$20.9M ﹤0.01%
815,672
+30,183
1399
$20.9M ﹤0.01%
440,832
-61,132
1400
$20.7M ﹤0.01%
386,854
+204,306