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
2401
$5.47M ﹤0.01%
146,533
+13,428
2402
$5.44M ﹤0.01%
446,577
+90,311
2403
$5.42M ﹤0.01%
250,863
-7,833
2404
$5.42M ﹤0.01%
107,765
+22,769
2405
$5.4M ﹤0.01%
143,387
+40,896
2406
$5.39M ﹤0.01%
15,631
+14,862
2407
$5.39M ﹤0.01%
204,445
+133,984
2408
$5.38M ﹤0.01%
446,781
-14,484
2409
$5.36M ﹤0.01%
235,511
-15,143
2410
$5.36M ﹤0.01%
212,615
+3,493
2411
$5.36M ﹤0.01%
204,288
+9,151
2412
$5.35M ﹤0.01%
223,145
+222,757
2413
$5.35M ﹤0.01%
104,246
-3,656
2414
$5.35M ﹤0.01%
106,884
+20,898
2415
$5.34M ﹤0.01%
86,508
-9,341
2416
$5.32M ﹤0.01%
526,843
+35,887
2417
$5.31M ﹤0.01%
399,282
+108
2418
$5.3M ﹤0.01%
96,832
+17,089
2419
$5.3M ﹤0.01%
189,291
+64,056
2420
$5.3M ﹤0.01%
128,100
+29,769
2421
$5.29M ﹤0.01%
329,119
-79,015
2422
$5.29M ﹤0.01%
354,751
-463,079
2423
$5.29M ﹤0.01%
214,834
-17,682
2424
$5.28M ﹤0.01%
196,496
-23,166
2425
$5.27M ﹤0.01%
139,969
+8,271