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
1926
$10.6M ﹤0.01%
198,255
+10,648
1927
$10.6M ﹤0.01%
1,171,066
-17,648
1928
$10.6M ﹤0.01%
812,691
+525,602
1929
$10.6M ﹤0.01%
956,007
-46,316
1930
$10.6M ﹤0.01%
447,259
-89,337
1931
$10.6M ﹤0.01%
1,022,172
-333,876
1932
$10.6M ﹤0.01%
346,408
-4,785
1933
$10.5M ﹤0.01%
199,048
-1,059
1934
$10.5M ﹤0.01%
430,154
-5,469
1935
$10.5M ﹤0.01%
85,472
-108,882
1936
$10.4M ﹤0.01%
175,568
+4,702
1937
$10.4M ﹤0.01%
1,129,038
-126,756
1938
$10.4M ﹤0.01%
299,036
+38,900
1939
$10.4M ﹤0.01%
1,257,196
+44,704
1940
$10.4M ﹤0.01%
360,164
+74,272
1941
$10.4M ﹤0.01%
186,046
+41,694
1942
$10.3M ﹤0.01%
166,084
+2,216
1943
$10.3M ﹤0.01%
296,703
-35,647
1944
$10.3M ﹤0.01%
279,755
-187,613
1945
$10.3M ﹤0.01%
584,716
+16,401
1946
$10.3M ﹤0.01%
246,549
+24,753
1947
$10.3M ﹤0.01%
+1,210,364
1948
$10.2M ﹤0.01%
394,645
-141,662
1949
$10.2M ﹤0.01%
418,138
-71,062
1950
$10.2M ﹤0.01%
530,915
+37,275