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
1701
$13.9M ﹤0.01%
1,248,462
+130,198
1702
$13.9M ﹤0.01%
242,244
+37,696
1703
$13.9M ﹤0.01%
632,392
-58,558
1704
$13.9M ﹤0.01%
430,488
-885,281
1705
$13.8M ﹤0.01%
999,254
+703,146
1706
$13.8M ﹤0.01%
1,445,881
+141,751
1707
$13.8M ﹤0.01%
277,323
-44,112
1708
$13.8M ﹤0.01%
256,724
+202,270
1709
$13.8M ﹤0.01%
1,130,332
+72,550
1710
$13.8M ﹤0.01%
670,170
+3,117
1711
$13.7M ﹤0.01%
161,958
+13,190
1712
$13.7M ﹤0.01%
724,717
-104,946
1713
$13.7M ﹤0.01%
224,730
-58,758
1714
$13.7M ﹤0.01%
300,437
-16,904
1715
$13.7M ﹤0.01%
437,480
-12,460
1716
$13.6M ﹤0.01%
1,529,373
+788,895
1717
$13.6M ﹤0.01%
265,191
-19,107
1718
$13.6M ﹤0.01%
155,501
-69,904
1719
$13.6M ﹤0.01%
478,471
+318,120
1720
$13.6M ﹤0.01%
648,623
-18,411
1721
$13.6M ﹤0.01%
252,907
+60,711
1722
$13.5M ﹤0.01%
409,867
+74,213
1723
$13.5M ﹤0.01%
601,373
-144,440
1724
$13.5M ﹤0.01%
221,378
-256,554
1725
$13.5M ﹤0.01%
560,712
+30,430