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
1801
$12.2M ﹤0.01%
172,010
+38,566
1802
$12.2M ﹤0.01%
577,401
+13,459
1803
$12.2M ﹤0.01%
415,365
+79,572
1804
$12.2M ﹤0.01%
243,356
+76,991
1805
$12.2M ﹤0.01%
516,353
-267,835
1806
$12.2M ﹤0.01%
492,146
+14,796
1807
$12.2M ﹤0.01%
840,970
+916
1808
$12.1M ﹤0.01%
823,826
-258,558
1809
$12.1M ﹤0.01%
607,445
+56,756
1810
$12.1M ﹤0.01%
534,058
+14,882
1811
$12.1M ﹤0.01%
389,265
+7,078
1812
$12.1M ﹤0.01%
866,679
+33,031
1813
$12.1M ﹤0.01%
962,784
-22,418
1814
$12.1M ﹤0.01%
441,997
+145,515
1815
$12.1M ﹤0.01%
404,542
-861,110
1816
$12.1M ﹤0.01%
1,258,323
+1,076,834
1817
$12.1M ﹤0.01%
10,380,041
-25,890,700
1818
$12M ﹤0.01%
269,163
+49,823
1819
$12M ﹤0.01%
189,959
+99,152
1820
$12M ﹤0.01%
227,624
+76,835
1821
$12M ﹤0.01%
2,380,660
+33,589
1822
$12M ﹤0.01%
508,904
-13,941
1823
$12M ﹤0.01%
402,254
+35,887
1824
$12M ﹤0.01%
361,260
+39,196
1825
$12M ﹤0.01%
1,287,059
+106,233