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
2226
$6.87M ﹤0.01%
287,825
+35,510
2227
$6.87M ﹤0.01%
134,479
+7,693
2228
$6.86M ﹤0.01%
272,669
+42,754
2229
$6.86M ﹤0.01%
176,495
-59,339
2230
$6.86M ﹤0.01%
263,658
+261,161
2231
$6.86M ﹤0.01%
286,545
-59,715
2232
$6.85M ﹤0.01%
250,158
+17,551
2233
$6.84M ﹤0.01%
249,374
+117,440
2234
$6.83M ﹤0.01%
204,046
-178,655
2235
$6.79M ﹤0.01%
183,853
+19,740
2236
$6.78M ﹤0.01%
102,125
+21,578
2237
$6.72M ﹤0.01%
139,069
+11,014
2238
$6.71M ﹤0.01%
166,558
-66,149
2239
$6.7M ﹤0.01%
286,438
+134,496
2240
$6.7M ﹤0.01%
10,605
-234
2241
$6.7M ﹤0.01%
593,049
+61,152
2242
$6.69M ﹤0.01%
423,427
+890
2243
$6.69M ﹤0.01%
557,227
+287,900
2244
$6.69M ﹤0.01%
315,223
+169,738
2245
$6.68M ﹤0.01%
83,180
-12,154
2246
$6.67M ﹤0.01%
331,278
+26,272
2247
$6.65M ﹤0.01%
549,613
+126,344
2248
$6.62M ﹤0.01%
224,175
-1,672
2249
$6.62M ﹤0.01%
466,616
+83,315
2250
$6.62M ﹤0.01%
118,119
+44,153