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
1851
$11.4M ﹤0.01%
399,522
-725
1852
$11.4M ﹤0.01%
827,248
+123,713
1853
$11.4M ﹤0.01%
94,315
-1,506
1854
$11.4M ﹤0.01%
254,460
-125,534
1855
$11.4M ﹤0.01%
251,032
+12,612
1856
$11.4M ﹤0.01%
446,138
+60,908
1857
$11.4M ﹤0.01%
129,470
+69,577
1858
$11.4M ﹤0.01%
450,654
+254,627
1859
$11.4M ﹤0.01%
423,169
+39,709
1860
$11.4M ﹤0.01%
342,130
-23,129
1861
$11.4M ﹤0.01%
343,265
-77,805
1862
$11.4M ﹤0.01%
350,846
-251,374
1863
$11.3M ﹤0.01%
366,927
-194,523
1864
$11.3M ﹤0.01%
232,984
+85,668
1865
$11.3M ﹤0.01%
392,829
+36,377
1866
$11.3M ﹤0.01%
703,256
-74,812
1867
$11.3M ﹤0.01%
73,287
+8,290
1868
$11.3M ﹤0.01%
307,606
+56,428
1869
$11.3M ﹤0.01%
29,943
+3,277
1870
$11.3M ﹤0.01%
530,602
+121,533
1871
$11.3M ﹤0.01%
450,230
-104,625
1872
$11.3M ﹤0.01%
205,098
-14,573
1873
$11.3M ﹤0.01%
79,718
-1,321
1874
$11.2M ﹤0.01%
372,928
+76,292
1875
$11.2M ﹤0.01%
196,563
-19,181