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
2376
$5.65M ﹤0.01%
108,159
+4,745
2377
$5.65M ﹤0.01%
118,635
+2,892
2378
$5.65M ﹤0.01%
163,904
+42,726
2379
$5.64M ﹤0.01%
196,905
+15,536
2380
$5.64M ﹤0.01%
235,947
-34,530
2381
$5.64M ﹤0.01%
205,488
+53,644
2382
$5.64M ﹤0.01%
121,723
+38,938
2383
$5.63M ﹤0.01%
218,295
-50,325
2384
$5.61M ﹤0.01%
139,097
+25,586
2385
$5.6M ﹤0.01%
169,414
+4,499
2386
$5.6M ﹤0.01%
72,227
+18,642
2387
$5.59M ﹤0.01%
501,496
-1,227,164
2388
$5.58M ﹤0.01%
140,918
+7,876
2389
$5.56M ﹤0.01%
311,120
-24,480
2390
$5.56M ﹤0.01%
1,979,687
-91,959
2391
$5.55M ﹤0.01%
53,149
+40,511
2392
$5.55M ﹤0.01%
155,278
+10,084
2393
$5.54M ﹤0.01%
86,107
+43,168
2394
$5.54M ﹤0.01%
1,453,861
-476,720
2395
$5.51M ﹤0.01%
170,312
+5,161
2396
$5.5M ﹤0.01%
363,321
+5,553
2397
$5.5M ﹤0.01%
63,977
+51,612
2398
$5.49M ﹤0.01%
203,176
+22,444
2399
$5.48M ﹤0.01%
153,617
+131,438
2400
$5.47M ﹤0.01%
97,742
-26,435