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
2301
$6.2M ﹤0.01%
247,609
+9,435
2302
$6.19M ﹤0.01%
356,674
-344,573
2303
$6.18M ﹤0.01%
346,271
+61,679
2304
$6.18M ﹤0.01%
605,434
+131,735
2305
$6.17M ﹤0.01%
245,436
-29,738
2306
$6.17M ﹤0.01%
370,673
+137,049
2307
$6.16M ﹤0.01%
68,311
+7,179
2308
$6.15M ﹤0.01%
409,119
+3,501
2309
$6.15M ﹤0.01%
60,781
+9,447
2310
$6.14M ﹤0.01%
138,925
-56,979
2311
$6.12M ﹤0.01%
111,144
+58,410
2312
$6.12M ﹤0.01%
82,920
+18,430
2313
$6.1M ﹤0.01%
448,409
+56,193
2314
$6.08M ﹤0.01%
195,881
-100,485
2315
$6.07M ﹤0.01%
378,771
+186,030
2316
$6.06M ﹤0.01%
374,746
-53,330
2317
$6.05M ﹤0.01%
397,208
+35,236
2318
$6.05M ﹤0.01%
300,242
+204,165
2319
$6.05M ﹤0.01%
224,557
-13,532
2320
$6.05M ﹤0.01%
440,994
+113,377
2321
$6.03M ﹤0.01%
196,445
-154,171
2322
$6.03M ﹤0.01%
301,784
+116,238
2323
$6.02M ﹤0.01%
295,000
+25,900
2324
$6.02M ﹤0.01%
71,263
-21,324
2325
$6M ﹤0.01%
251,138
+497