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
1826
$11.9M ﹤0.01%
228,968
-157,731
1827
$11.9M ﹤0.01%
226,644
+17,804
1828
$11.9M ﹤0.01%
351,567
+13,850
1829
$11.9M ﹤0.01%
153,769
+12,653
1830
$11.9M ﹤0.01%
310,890
+180,932
1831
$11.8M ﹤0.01%
179,279
-127,174
1832
$11.8M ﹤0.01%
787,199
+15,314
1833
$11.8M ﹤0.01%
125,267
+14,113
1834
$11.8M ﹤0.01%
210,116
+48,198
1835
$11.8M ﹤0.01%
70,633
-12,127
1836
$11.7M ﹤0.01%
2,360,562
-199,017
1837
$11.7M ﹤0.01%
270,385
+76,793
1838
$11.6M ﹤0.01%
482,256
+47,670
1839
$11.6M ﹤0.01%
226,639
-30,674
1840
$11.6M ﹤0.01%
1,419,644
+98,711
1841
$11.5M ﹤0.01%
204,180
-55,769
1842
$11.5M ﹤0.01%
156,659
+7,308
1843
$11.5M ﹤0.01%
759,920
+217,780
1844
$11.5M ﹤0.01%
638,473
-171,175
1845
$11.5M ﹤0.01%
141,346
-22,210
1846
$11.5M ﹤0.01%
204,291
+31,709
1847
$11.5M ﹤0.01%
229,578
-132,387
1848
$11.5M ﹤0.01%
1,215,355
-391,409
1849
$11.5M ﹤0.01%
212,477
+15,815
1850
$11.5M ﹤0.01%
177,515
+34,465