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
2351
$5.85M ﹤0.01%
315,462
-20,018
2352
$5.8M ﹤0.01%
240,909
+232,011
2353
$5.78M ﹤0.01%
292,968
+4,591
2354
$5.78M ﹤0.01%
268,180
+11,190
2355
$5.77M ﹤0.01%
836,075
-100,657
2356
$5.76M ﹤0.01%
684,725
-14,952
2357
$5.75M ﹤0.01%
229,968
+16,601
2358
$5.75M ﹤0.01%
220,206
+8,551
2359
$5.74M ﹤0.01%
507,834
+418,761
2360
$5.74M ﹤0.01%
97,750
-10,685
2361
$5.74M ﹤0.01%
103,766
+3,158
2362
$5.74M ﹤0.01%
85,160
+27,683
2363
$5.73M ﹤0.01%
193,929
-18,532
2364
$5.73M ﹤0.01%
87,510
+33,067
2365
$5.73M ﹤0.01%
155,959
-22,333
2366
$5.72M ﹤0.01%
230,474
+162,177
2367
$5.72M ﹤0.01%
524,023
+30,083
2368
$5.69M ﹤0.01%
130,122
+41,135
2369
$5.69M ﹤0.01%
95,973
+3,864
2370
$5.69M ﹤0.01%
130,430
+35,322
2371
$5.68M ﹤0.01%
124,688
+45,135
2372
$5.68M ﹤0.01%
74,089
+22,454
2373
$5.68M ﹤0.01%
103,224
+911
2374
$5.67M ﹤0.01%
402,816
-68,412
2375
$5.66M ﹤0.01%
213,881
-11,672