Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
126
$799M 0.17%
5,466,113
-2,116,201
127
$793M 0.17%
28,278,035
-3,673,050
128
$783M 0.17%
6,696,734
+390,523
129
$782M 0.17%
20,371,171
-806,264
130
$777M 0.17%
7,350,328
-34,428
131
$773M 0.17%
9,742,436
+721,860
132
$769M 0.17%
6,662,827
+4,188,290
133
$768M 0.17%
20,447,730
+461,270
134
$764M 0.17%
8,696,265
-494,251
135
$762M 0.16%
15,750,840
+4,217,426
136
$759M 0.16%
4,074,692
+208,678
137
$753M 0.16%
6,968,431
-68,150
138
$750M 0.16%
10,477,249
-279,151
139
$745M 0.16%
8,607,004
-2,465,413
140
$744M 0.16%
26,317,914
-10,488,721
141
$743M 0.16%
8,801,965
+873,033
142
$743M 0.16%
10,119,962
+305,220
143
$737M 0.16%
6,293,774
+188,427
144
$731M 0.16%
3,479,955
-178,069
145
$721M 0.16%
14,853,575
-5,609,839
146
$720M 0.16%
9,971,049
-4,988,621
147
$718M 0.16%
11,623,518
-849,205
148
$714M 0.15%
12,223,015
-2,332,385
149
$708M 0.15%
6,868,368
+389,427
150
$692M 0.15%
42,834,693
+1,430,654
4 5
6
7 8