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
1426
$19.9M ﹤0.01%
1,078,457
+160,523
1427
$19.8M ﹤0.01%
806,583
+134,777
1428
$19.8M ﹤0.01%
484,529
+65,282
1429
$19.7M ﹤0.01%
1,691,646
+212,843
1430
$19.7M ﹤0.01%
923,555
-64,452
1431
$19.7M ﹤0.01%
554,486
-944,459
1432
$19.6M ﹤0.01%
325,943
+35,497
1433
$19.6M ﹤0.01%
454,319
+8,900
1434
$19.5M ﹤0.01%
655,871
+91,518
1435
$19.5M ﹤0.01%
374,294
-41,924
1436
$19.5M ﹤0.01%
574,706
-18,086
1437
$19.5M ﹤0.01%
741,851
+78,820
1438
$19.5M ﹤0.01%
783,474
+75,764
1439
$19.5M ﹤0.01%
127,075
+13,310
1440
$19.4M ﹤0.01%
349,868
+34,475
1441
$19.4M ﹤0.01%
930,260
-525,993
1442
$19.4M ﹤0.01%
858,970
-50,975
1443
$19.4M ﹤0.01%
120,890
+9,569
1444
$19.3M ﹤0.01%
982,861
-193,526
1445
$19.3M ﹤0.01%
503,242
+428,282
1446
$19.3M ﹤0.01%
277,203
+12,155
1447
$19.3M ﹤0.01%
473,710
-42,312
1448
$19.3M ﹤0.01%
752,504
-413,464
1449
$19.2M ﹤0.01%
692,196
+165,748
1450
$19.2M ﹤0.01%
211,229
-32,517