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
1726
$13.5M ﹤0.01%
837,702
-230,740
1727
$13.5M ﹤0.01%
686,643
-28,150
1728
$13.4M ﹤0.01%
236,637
+31,654
1729
$13.4M ﹤0.01%
328,242
-264,374
1730
$13.4M ﹤0.01%
588,696
+389,532
1731
$13.4M ﹤0.01%
131,398
-11,742
1732
$13.4M ﹤0.01%
875,966
+50,562
1733
$13.4M ﹤0.01%
953,735
-193,266
1734
$13.3M ﹤0.01%
472,034
+145,347
1735
$13.3M ﹤0.01%
334,594
-225,037
1736
$13.3M ﹤0.01%
278,305
-11,444
1737
$13.3M ﹤0.01%
351,866
-57,691
1738
$13.3M ﹤0.01%
234,804
-275,808
1739
$13.3M ﹤0.01%
383,592
-240,191
1740
$13.3M ﹤0.01%
206,578
-6,945
1741
$13.2M ﹤0.01%
599,500
+133,961
1742
$13.2M ﹤0.01%
859,240
-148,691
1743
$13.2M ﹤0.01%
570,269
+184,420
1744
$13.2M ﹤0.01%
301,076
+30,728
1745
$13.2M ﹤0.01%
155,509
+10,617
1746
$13.1M ﹤0.01%
694,444
+467,358
1747
$13.1M ﹤0.01%
231,178
+28,074
1748
$13.1M ﹤0.01%
1,176,577
+118,696
1749
$13.1M ﹤0.01%
109,526
-486
1750
$13.1M ﹤0.01%
426,944
+14,159