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
2451
$5.11M ﹤0.01%
586,799
-190,159
2452
$5.09M ﹤0.01%
274,125
+13,516
2453
$5.08M ﹤0.01%
771,994
-294,350
2454
$5.08M ﹤0.01%
487,549
-18,225
2455
$5.07M ﹤0.01%
221,426
-11,348
2456
$5.07M ﹤0.01%
357,759
+97,443
2457
$5.06M ﹤0.01%
85,906
+14,666
2458
$5.06M ﹤0.01%
190,212
-101,120
2459
$5.05M ﹤0.01%
146,083
-28,628
2460
$5.05M ﹤0.01%
204,844
-9,801
2461
$5.04M ﹤0.01%
230,047
+33,962
2462
$5.04M ﹤0.01%
106,428
+60,924
2463
$5.03M ﹤0.01%
365,008
+61,677
2464
$5.02M ﹤0.01%
+204,573
2465
$5.02M ﹤0.01%
+88,000
2466
$5M ﹤0.01%
154,179
+27,520
2467
$5M ﹤0.01%
432,344
-2,327
2468
$4.99M ﹤0.01%
65,014
+32,074
2469
$4.99M ﹤0.01%
171,571
-5,872
2470
$4.98M ﹤0.01%
99,635
+31,133
2471
$4.96M ﹤0.01%
359,778
+26,827
2472
$4.95M ﹤0.01%
115,581
-9,853
2473
$4.93M ﹤0.01%
106,751
+20,361
2474
$4.92M ﹤0.01%
70,938
+18,308
2475
$4.9M ﹤0.01%
78,533
+18,950