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
1476
$18.5M ﹤0.01%
1,027,076
-183,225
1477
$18.5M ﹤0.01%
818,171
+87,686
1478
$18.5M ﹤0.01%
439,180
+38,922
1479
$18.4M ﹤0.01%
936,398
+157,795
1480
$18.2M ﹤0.01%
333,897
-220,975
1481
$18.2M ﹤0.01%
808,813
+119,678
1482
$18.2M ﹤0.01%
431,831
+16,462
1483
$18M ﹤0.01%
1,392,621
+34,214
1484
$18M ﹤0.01%
841,557
+248,953
1485
$18M ﹤0.01%
705,770
+26,746
1486
$18M ﹤0.01%
487,482
-199,440
1487
$18M ﹤0.01%
283,586
+40,382
1488
$18M ﹤0.01%
351,601
-103,869
1489
$17.9M ﹤0.01%
266,201
-39,009
1490
$17.9M ﹤0.01%
306,370
-57,710
1491
$17.9M ﹤0.01%
319,054
+187,446
1492
$17.9M ﹤0.01%
914,482
+272,197
1493
$17.8M ﹤0.01%
272,677
+79,193
1494
$17.8M ﹤0.01%
940,067
+147,869
1495
$17.8M ﹤0.01%
674,677
-27,808
1496
$17.8M ﹤0.01%
143,223
+40,676
1497
$17.8M ﹤0.01%
386,438
-16,724
1498
$17.8M ﹤0.01%
554,159
+36,530
1499
$17.7M ﹤0.01%
1,172,712
-28,174
1500
$17.7M ﹤0.01%
935,398
+589,429