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
1951
$10.2M ﹤0.01%
140,581
+39,227
1952
$10.2M ﹤0.01%
156,630
+59,295
1953
$10.2M ﹤0.01%
682,759
-130,233
1954
$10.2M ﹤0.01%
355,746
-28,074
1955
$10.2M ﹤0.01%
1,114,020
-62,620
1956
$10.2M ﹤0.01%
121,491
+15,355
1957
$10.2M ﹤0.01%
135,744
-14,324
1958
$10.1M ﹤0.01%
239,820
-149,830
1959
$10.1M ﹤0.01%
295,809
+28,296
1960
$10.1M ﹤0.01%
761,807
+125,844
1961
$10.1M ﹤0.01%
967,488
+61,829
1962
$10.1M ﹤0.01%
231,133
-8,181
1963
$10.1M ﹤0.01%
257,753
+27,343
1964
$10.1M ﹤0.01%
146,027
+122,480
1965
$10.1M ﹤0.01%
461,526
+44,324
1966
$10M ﹤0.01%
874,588
-84,169
1967
$10M ﹤0.01%
410,086
+179,426
1968
$9.96M ﹤0.01%
274,528
+30,165
1969
$9.95M ﹤0.01%
451,361
+138,229
1970
$9.95M ﹤0.01%
224,789
-30,195
1971
$9.94M ﹤0.01%
167,559
+98,381
1972
$9.93M ﹤0.01%
848,589
-27,804
1973
$9.92M ﹤0.01%
545,060
-3,113
1974
$9.92M ﹤0.01%
279,588
+53,232
1975
$9.88M ﹤0.01%
291,713
-12,500