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
2176
$7.39M ﹤0.01%
192,424
-103,351
2177
$7.39M ﹤0.01%
655,669
-16,234
2178
$7.38M ﹤0.01%
210,438
-19,299
2179
$7.38M ﹤0.01%
243,994
-110,140
2180
$7.36M ﹤0.01%
123,881
+76,589
2181
$7.35M ﹤0.01%
264,465
+14,602
2182
$7.35M ﹤0.01%
509,914
+50,603
2183
$7.33M ﹤0.01%
129,447
+28,488
2184
$7.32M ﹤0.01%
168,473
+38,466
2185
$7.32M ﹤0.01%
530,206
-100,840
2186
$7.31M ﹤0.01%
154,254
+33,713
2187
$7.3M ﹤0.01%
47,489
+27,021
2188
$7.28M ﹤0.01%
171,035
+75,662
2189
$7.27M ﹤0.01%
299,930
-311,754
2190
$7.26M ﹤0.01%
125,600
+67,312
2191
$7.25M ﹤0.01%
423,312
+11,289
2192
$7.23M ﹤0.01%
446,549
+33,991
2193
$7.22M ﹤0.01%
210,469
+28,026
2194
$7.22M ﹤0.01%
171,156
+37,237
2195
$7.21M ﹤0.01%
153,563
+14,111
2196
$7.2M ﹤0.01%
279,005
-83,230
2197
$7.18M ﹤0.01%
472,440
-22,867
2198
$7.16M ﹤0.01%
534,737
+17,948
2199
$7.15M ﹤0.01%
538,107
-505,432
2200
$7.13M ﹤0.01%
88,555
-22,783