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
2201
$7.12M ﹤0.01%
989,829
+55,913
2202
$7.11M ﹤0.01%
374,394
-58,721
2203
$7.11M ﹤0.01%
868,850
+218,294
2204
$7.09M ﹤0.01%
199,032
-25,513
2205
$7.09M ﹤0.01%
821,545
+235,275
2206
$7.08M ﹤0.01%
491,177
+49,909
2207
$7.06M ﹤0.01%
374,683
+94,431
2208
$7.06M ﹤0.01%
166,120
+127
2209
$7.05M ﹤0.01%
303,629
+167,703
2210
$7.05M ﹤0.01%
1,399,609
+346,721
2211
$7.05M ﹤0.01%
690,396
-58,539
2212
$7.05M ﹤0.01%
139,609
+79,131
2213
$7.05M ﹤0.01%
140,759
+60,122
2214
$7.04M ﹤0.01%
451,395
+91,058
2215
$7.01M ﹤0.01%
231,208
-2,321
2216
$6.98M ﹤0.01%
636,162
+5,139
2217
$6.95M ﹤0.01%
128,682
-1,927
2218
$6.94M ﹤0.01%
602,303
-22,172
2219
$6.94M ﹤0.01%
620,423
+188,514
2220
$6.93M ﹤0.01%
358,886
+75,788
2221
$6.92M ﹤0.01%
151,015
+105,808
2222
$6.9M ﹤0.01%
440,415
+227,375
2223
$6.9M ﹤0.01%
247,603
+158,349
2224
$6.9M ﹤0.01%
104,850
+30,881
2225
$6.88M ﹤0.01%
286,827
+33,614