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
1651
$14.9M ﹤0.01%
404,088
+116,017
1652
$14.9M ﹤0.01%
606,083
+51,278
1653
$14.9M ﹤0.01%
470,061
-166,111
1654
$14.8M ﹤0.01%
103,481
+29,598
1655
$14.8M ﹤0.01%
896,814
+891,420
1656
$14.8M ﹤0.01%
639,766
-54,636
1657
$14.8M ﹤0.01%
480,233
-22,195
1658
$14.8M ﹤0.01%
936,321
-219,509
1659
$14.8M ﹤0.01%
131,963
-7,050
1660
$14.8M ﹤0.01%
616,983
+101,703
1661
$14.8M ﹤0.01%
110,713
+4,334
1662
$14.8M ﹤0.01%
239,195
+54,201
1663
$14.7M ﹤0.01%
197,852
+3,040
1664
$14.7M ﹤0.01%
228,925
+47,917
1665
$14.6M ﹤0.01%
158,551
+12,756
1666
$14.6M ﹤0.01%
810,123
+50,851
1667
$14.6M ﹤0.01%
528,273
-83,944
1668
$14.6M ﹤0.01%
755,150
+169,289
1669
$14.6M ﹤0.01%
429,213
+92,676
1670
$14.6M ﹤0.01%
702,146
+53,241
1671
$14.6M ﹤0.01%
1,334,801
+197,875
1672
$14.6M ﹤0.01%
314,319
-44,877
1673
$14.6M ﹤0.01%
294,081
+228,213
1674
$14.6M ﹤0.01%
1,442,855
+169,635
1675
$14.5M ﹤0.01%
699,095
-118,863