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
1451
$19.2M ﹤0.01%
438,492
+119,344
1452
$19.1M ﹤0.01%
605,981
+216,336
1453
$19.1M ﹤0.01%
661,420
+128,012
1454
$19.1M ﹤0.01%
760,173
+31,858
1455
$19.1M ﹤0.01%
768,841
+189,293
1456
$19M ﹤0.01%
711,358
+422,874
1457
$19M ﹤0.01%
307,129
+64,325
1458
$19M ﹤0.01%
640,897
+110,176
1459
$18.9M ﹤0.01%
765,009
+281,924
1460
$18.9M ﹤0.01%
2,412,136
+2,130,121
1461
$18.9M ﹤0.01%
194,952
+5,389
1462
$18.9M ﹤0.01%
1,054,168
+76,053
1463
$18.8M ﹤0.01%
658,140
+9,558
1464
$18.8M ﹤0.01%
869,337
+4,184
1465
$18.7M ﹤0.01%
+318,955
1466
$18.7M ﹤0.01%
542,387
-88,491
1467
$18.6M ﹤0.01%
442,538
-120,451
1468
$18.6M ﹤0.01%
13,246
-5,371
1469
$18.6M ﹤0.01%
684,405
-310,357
1470
$18.6M ﹤0.01%
484,815
+169,768
1471
$18.6M ﹤0.01%
997,306
+9,120
1472
$18.6M ﹤0.01%
807,142
-2,067,352
1473
$18.5M ﹤0.01%
185,658
-26,789
1474
$18.5M ﹤0.01%
5,735,950
+514,780
1475
$18.5M ﹤0.01%
1,435,820
-60,650