Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
1
$7.28B 1.57%
32,569,167
+9,563,748
2
$5.28B 1.14%
85,027,637
+9,653,410
3
$5.27B 1.14%
181,908,592
+7,389,784
4
$4.68B 1.01%
54,179,367
+1,946,886
5
$4.24B 0.92%
27,984,118
+606,822
6
$3.92B 0.85%
43,385,354
+599,303
7
$3.82B 0.83%
123,853,903
+4,298,874
8
$3.8B 0.82%
32,965,148
+1,839,330
9
$3.62B 0.78%
43,023,791
+690,084
10
$3.61B 0.78%
67,696,815
+2,237,440
11
$3.48B 0.75%
60,248,113
-9,300,485
12
$3.43B 0.74%
62,158,236
+14,690,485
13
$3.24B 0.7%
101,017,505
+11,242,753
14
$3.19B 0.69%
30,381,694
+236,718
15
$3.12B 0.67%
85,971,328
+3,856,444
16
$2.98B 0.64%
32,033,412
-10,410,676
17
$2.89B 0.63%
35,042,981
-275,893
18
$2.87B 0.62%
12,750,294
+406,276
19
$2.7B 0.58%
13,157,457
+1,593,478
20
$2.65B 0.57%
23,812,616
-6,989,813
21
$2.65B 0.57%
19,745,248
+630,699
22
$2.63B 0.57%
25,168,750
-2,746,408
23
$2.59B 0.56%
62,471,511
-320,699
24
$2.52B 0.54%
30,305,627
-13,712,641
25
$2.46B 0.53%
18,214,269
+1,117,821
1
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