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
2051
$8.8M ﹤0.01%
369,126
+52,168
2052
$8.79M ﹤0.01%
9,633
+2,979
2053
$8.79M ﹤0.01%
407,223
-56,930
2054
$8.77M ﹤0.01%
688,428
+226,068
2055
$8.77M ﹤0.01%
181,134
+150,866
2056
$8.74M ﹤0.01%
84,778
-8,032
2057
$8.71M ﹤0.01%
301,932
+30,612
2058
$8.7M ﹤0.01%
343,609
+32,895
2059
$8.69M ﹤0.01%
312,223
+58,242
2060
$8.67M ﹤0.01%
283,165
-293,234
2061
$8.67M ﹤0.01%
286,651
+39,298
2062
$8.66M ﹤0.01%
263,996
+29,493
2063
$8.66M ﹤0.01%
91,871
+33,441
2064
$8.64M ﹤0.01%
176,735
+168,840
2065
$8.64M ﹤0.01%
326,518
-235,959
2066
$8.59M ﹤0.01%
588,880
-11,820
2067
$8.56M ﹤0.01%
338,180
-42,878
2068
$8.54M ﹤0.01%
471,300
+8,469
2069
$8.54M ﹤0.01%
180,894
+29,535
2070
$8.53M ﹤0.01%
334,102
+56,212
2071
$8.52M ﹤0.01%
819,004
+755,780
2072
$8.52M ﹤0.01%
413,360
-20,780
2073
$8.51M ﹤0.01%
716,975
-34,202
2074
$8.5M ﹤0.01%
572,734
-311,415
2075
$8.49M ﹤0.01%
309,140
+8,102