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
2076
$8.49M ﹤0.01%
353,272
-94,965
2077
$8.48M ﹤0.01%
725,100
+261,204
2078
$8.48M ﹤0.01%
243,066
-500
2079
$8.47M ﹤0.01%
433,778
-61,094
2080
$8.45M ﹤0.01%
476,614
-18,294
2081
$8.44M ﹤0.01%
350,368
+52,579
2082
$8.42M ﹤0.01%
714,038
+50,723
2083
$8.41M ﹤0.01%
87,007
-21,003
2084
$8.4M ﹤0.01%
151,206
-2,600
2085
$8.38M ﹤0.01%
585,908
+23,609
2086
$8.34M ﹤0.01%
783,482
+44,771
2087
$8.34M ﹤0.01%
339,297
+219,690
2088
$8.34M ﹤0.01%
382,983
-241,253
2089
$8.33M ﹤0.01%
866,729
+15,053
2090
$8.32M ﹤0.01%
10,408
+809
2091
$8.32M ﹤0.01%
152,143
+14,830
2092
$8.28M ﹤0.01%
327,883
-1,069
2093
$8.27M ﹤0.01%
287,742
+13,667
2094
$8.25M ﹤0.01%
288,714
-248,022
2095
$8.24M ﹤0.01%
805,917
-48,461
2096
$8.23M ﹤0.01%
175,207
+32,379
2097
$8.21M ﹤0.01%
387,222
+40,503
2098
$8.2M ﹤0.01%
219,544
-9,921
2099
$8.18M ﹤0.01%
300,867
-156,666
2100
$8.17M ﹤0.01%
200,298
+44,380