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
2151
$7.62M ﹤0.01%
1,383,801
-15,738
2152
$7.6M ﹤0.01%
1,382,328
-323,230
2153
$7.6M ﹤0.01%
279,455
-40,432
2154
$7.58M ﹤0.01%
1,300,272
-4,099,935
2155
$7.57M ﹤0.01%
262,118
-64,572
2156
$7.56M ﹤0.01%
335,949
-13,646
2157
$7.55M ﹤0.01%
156,744
+26,352
2158
$7.54M ﹤0.01%
1,136,532
-218,153
2159
$7.51M ﹤0.01%
205,018
+38,572
2160
$7.51M ﹤0.01%
95,604
+59,661
2161
$7.5M ﹤0.01%
551,832
+40,534
2162
$7.5M ﹤0.01%
197,103
-23,616
2163
$7.49M ﹤0.01%
145,651
-31,314
2164
$7.48M ﹤0.01%
196,739
+54,684
2165
$7.47M ﹤0.01%
384,048
+51,737
2166
$7.44M ﹤0.01%
98,727
+16,914
2167
$7.44M ﹤0.01%
96,767
+24,878
2168
$7.43M ﹤0.01%
296,739
-19,985
2169
$7.43M ﹤0.01%
450,061
+181,446
2170
$7.42M ﹤0.01%
142,289
+34,782
2171
$7.41M ﹤0.01%
196,774
+74,679
2172
$7.4M ﹤0.01%
109,431
+60,308
2173
$7.4M ﹤0.01%
134,287
-17,470
2174
$7.4M ﹤0.01%
171,765
-83,750
2175
$7.4M ﹤0.01%
189,622
+2,065