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
1526
$17.3M ﹤0.01%
955,682
+35,543
1527
$17.3M ﹤0.01%
442,410
+56,624
1528
$17.3M ﹤0.01%
353,237
+28,399
1529
$17.3M ﹤0.01%
309,032
+159,715
1530
$17.2M ﹤0.01%
315,788
+13,458
1531
$17.2M ﹤0.01%
563,668
-755,725
1532
$17.2M ﹤0.01%
409,553
-112,610
1533
$17.2M ﹤0.01%
304,866
+24,068
1534
$17.1M ﹤0.01%
221,655
+40,835
1535
$17.1M ﹤0.01%
624,540
-190,968
1536
$17.1M ﹤0.01%
496,549
-12,853
1537
$17M ﹤0.01%
824,692
-87,000
1538
$17M ﹤0.01%
361,152
-36,960
1539
$17M ﹤0.01%
469,083
-71,374
1540
$17M ﹤0.01%
454,219
-45,509
1541
$17M ﹤0.01%
810,756
+69,988
1542
$17M ﹤0.01%
336,711
+81,530
1543
$16.9M ﹤0.01%
700,312
+125,338
1544
$16.9M ﹤0.01%
283,088
+145,087
1545
$16.9M ﹤0.01%
1,372,857
-57,765
1546
$16.9M ﹤0.01%
1,532,103
+33,195
1547
$16.8M ﹤0.01%
652,425
-265,973
1548
$16.8M ﹤0.01%
600,162
+73,760
1549
$16.7M ﹤0.01%
537,935
+90,580
1550
$16.7M ﹤0.01%
1,127,684
+26,558