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
2251
$6.61M ﹤0.01%
131,709
-31,097
2252
$6.6M ﹤0.01%
411,505
-102,489
2253
$6.6M ﹤0.01%
154,466
+93,151
2254
$6.59M ﹤0.01%
346,258
+219,990
2255
$6.58M ﹤0.01%
208,293
+79,956
2256
$6.58M ﹤0.01%
415,964
+55,034
2257
$6.56M ﹤0.01%
57,195
+2,323
2258
$6.55M ﹤0.01%
196,174
+65,045
2259
$6.54M ﹤0.01%
133,734
-28,112
2260
$6.53M ﹤0.01%
108,434
-26,287
2261
$6.51M ﹤0.01%
273,147
+171,898
2262
$6.5M ﹤0.01%
256,250
+8,374
2263
$6.5M ﹤0.01%
187,579
+13,244
2264
$6.49M ﹤0.01%
223,375
+13,135
2265
$6.49M ﹤0.01%
262,772
-111,019
2266
$6.49M ﹤0.01%
155,749
-14,289
2267
$6.47M ﹤0.01%
264,980
-95,220
2268
$6.47M ﹤0.01%
64,049
+13,611
2269
$6.43M ﹤0.01%
111,715
+28,823
2270
$6.43M ﹤0.01%
390,610
+6,549
2271
$6.43M ﹤0.01%
122,427
+91,075
2272
$6.42M ﹤0.01%
119,278
+2,229
2273
$6.42M ﹤0.01%
165,084
+44,258
2274
$6.42M ﹤0.01%
179,722
-128,919
2275
$6.39M ﹤0.01%
203,513
+23,429