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
1401
$20.6M ﹤0.01%
1,138,740
-302,755
1402
$20.6M ﹤0.01%
424,382
-1,365,434
1403
$20.6M ﹤0.01%
393,401
+103,954
1404
$20.6M ﹤0.01%
515,502
+158,350
1405
$20.6M ﹤0.01%
1,029,060
-192,901
1406
$20.5M ﹤0.01%
1,026,421
+45,763
1407
$20.4M ﹤0.01%
1,634,403
-2,007,114
1408
$20.4M ﹤0.01%
440,992
+114,971
1409
$20.4M ﹤0.01%
855,082
+50,168
1410
$20.4M ﹤0.01%
538,984
-76,874
1411
$20.3M ﹤0.01%
1,456,372
+257,221
1412
$20.3M ﹤0.01%
1,074,508
+2,769
1413
$20.3M ﹤0.01%
442,701
-12,585
1414
$20.3M ﹤0.01%
473,834
+43,994
1415
$20.3M ﹤0.01%
904,550
-348,732
1416
$20.2M ﹤0.01%
374,143
+156,331
1417
$20.2M ﹤0.01%
191,910
-209,432
1418
$20.2M ﹤0.01%
375,080
+127,580
1419
$20.1M ﹤0.01%
373,132
+225,446
1420
$20.1M ﹤0.01%
1,762,168
+211,668
1421
$20M ﹤0.01%
391,871
-491,315
1422
$20M ﹤0.01%
294,387
-3,825
1423
$20M ﹤0.01%
236,179
+191,337
1424
$19.9M ﹤0.01%
670,268
+57,690
1425
$19.9M ﹤0.01%
1,197,070
+70,612