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
2126
$7.91M ﹤0.01%
187,366
+834
2127
$7.91M ﹤0.01%
290,667
+7,392
2128
$7.9M ﹤0.01%
199,579
+43,427
2129
$7.9M ﹤0.01%
121,487
+40,974
2130
$7.86M ﹤0.01%
179,432
-16,835
2131
$7.83M ﹤0.01%
308,858
-14,878
2132
$7.83M ﹤0.01%
204,544
-81,086
2133
$7.81M ﹤0.01%
531,158
+231,553
2134
$7.8M ﹤0.01%
320,435
-202,600
2135
$7.79M ﹤0.01%
175,593
+160,800
2136
$7.78M ﹤0.01%
308,397
+8,429
2137
$7.78M ﹤0.01%
147,694
+25,876
2138
$7.78M ﹤0.01%
366,966
-230,375
2139
$7.76M ﹤0.01%
911,824
-1,103,065
2140
$7.76M ﹤0.01%
574,267
+89,176
2141
$7.76M ﹤0.01%
3,113,570
+136,904
2142
$7.75M ﹤0.01%
292,975
+30,272
2143
$7.71M ﹤0.01%
255,475
-149,307
2144
$7.7M ﹤0.01%
250,670
+1,163
2145
$7.68M ﹤0.01%
297,237
-80,431
2146
$7.65M ﹤0.01%
347,007
+48,535
2147
$7.65M ﹤0.01%
207,268
-393,331
2148
$7.64M ﹤0.01%
448,559
-15,082
2149
$7.64M ﹤0.01%
262,014
+51,731
2150
$7.63M ﹤0.01%
251,447
+16,058