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
1776
$12.6M ﹤0.01%
135,366
+124,217
1777
$12.6M ﹤0.01%
579,125
-624,058
1778
$12.6M ﹤0.01%
630,180
+143,427
1779
$12.6M ﹤0.01%
648,720
-71,006
1780
$12.6M ﹤0.01%
194,703
+93,766
1781
$12.6M ﹤0.01%
211,165
+183,468
1782
$12.6M ﹤0.01%
446,737
-22,156
1783
$12.6M ﹤0.01%
333,191
+174,919
1784
$12.5M ﹤0.01%
213,231
+11,361
1785
$12.5M ﹤0.01%
761,272
+25,765
1786
$12.5M ﹤0.01%
326,053
+29,932
1787
$12.5M ﹤0.01%
88,898
+4,964
1788
$12.5M ﹤0.01%
201,388
+50,117
1789
$12.5M ﹤0.01%
403,721
+28,657
1790
$12.5M ﹤0.01%
268,824
+17,706
1791
$12.4M ﹤0.01%
443,290
-1,475,836
1792
$12.4M ﹤0.01%
582,279
+340,113
1793
$12.4M ﹤0.01%
19,985
-2,026
1794
$12.4M ﹤0.01%
364,782
+58,931
1795
$12.4M ﹤0.01%
1,004,580
+425,290
1796
$12.4M ﹤0.01%
1,078,799
+983,555
1797
$12.3M ﹤0.01%
1,168,174
-75,106
1798
$12.3M ﹤0.01%
146,518
+17,974
1799
$12.3M ﹤0.01%
535,385
+21,593
1800
$12.3M ﹤0.01%
358,004
-39,403