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
1601
$15.9M ﹤0.01%
780,327
+47,829
1602
$15.9M ﹤0.01%
710,410
+2,454
1603
$15.9M ﹤0.01%
283,982
+62,398
1604
$15.9M ﹤0.01%
1,125,179
+177,101
1605
$15.9M ﹤0.01%
13,368
-2,743
1606
$15.9M ﹤0.01%
94,944
-13,033
1607
$15.8M ﹤0.01%
405,080
+22,741
1608
$15.8M ﹤0.01%
291,082
+22,976
1609
$15.8M ﹤0.01%
111,008
+8,369
1610
$15.8M ﹤0.01%
657,438
+17,268
1611
$15.8M ﹤0.01%
643,615
+196,270
1612
$15.8M ﹤0.01%
501,691
-80,991
1613
$15.7M ﹤0.01%
1,185,633
-533,303
1614
$15.7M ﹤0.01%
239,324
-5,123
1615
$15.7M ﹤0.01%
159,418
-328,462
1616
$15.7M ﹤0.01%
340,109
-62,146
1617
$15.7M ﹤0.01%
539,752
-34,398
1618
$15.6M ﹤0.01%
274,553
+105,876
1619
$15.6M ﹤0.01%
869,004
+196,645
1620
$15.6M ﹤0.01%
392,159
-37,205
1621
$15.6M ﹤0.01%
199,677
+30,025
1622
$15.5M ﹤0.01%
457,191
+43,930
1623
$15.5M ﹤0.01%
181,889
+2,635
1624
$15.5M ﹤0.01%
692,548
+334,694
1625
$15.5M ﹤0.01%
5,138,030
-928,095