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
$597B
AUM Growth
+$73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,805
New
Increased
Reduced
Closed

Top Sells

1 +$3.48B
2 +$3.21B
3 +$1.59B
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.53B
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.39B

Sector Composition

1 Technology 10.4%
2 Financials 8.1%
3 Healthcare 7.77%
4 Industrials 6.38%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$6.3M ﹤0.01%
154,555
+137,998
2502
$6.25M ﹤0.01%
64,071
+23,084
2503
$6.24M ﹤0.01%
68,306
-9,318
2504
$6.23M ﹤0.01%
104,338
+47,218
2505
$6.23M ﹤0.01%
259,634
+47,148
2506
$6.22M ﹤0.01%
952,452
+194,893
2507
$6.21M ﹤0.01%
188,279
-33,098
2508
$6.21M ﹤0.01%
207,801
-94,444
2509
$6.21M ﹤0.01%
156,180
-20,455
2510
$6.21M ﹤0.01%
536,371
-193,316
2511
$6.19M ﹤0.01%
815,127
+455,915
2512
$6.17M ﹤0.01%
271,776
+7,992
2513
$6.17M ﹤0.01%
173,538
+33,602
2514
$6.17M ﹤0.01%
226,478
-2,440
2515
$6.16M ﹤0.01%
222,841
-31,499
2516
$6.15M ﹤0.01%
65,132
-18,282
2517
$6.13M ﹤0.01%
432,379
+26,949
2518
$6.13M ﹤0.01%
172,426
+9,850
2519
$6.12M ﹤0.01%
245,922
-32,699
2520
$6.12M ﹤0.01%
114,721
+10,511
2521
$6.12M ﹤0.01%
281,556
-116,697
2522
$6.12M ﹤0.01%
157,951
-78,499
2523
$6.11M ﹤0.01%
131,025
+80,041
2524
$6.1M ﹤0.01%
462,434
-44,498
2525
$6.1M ﹤0.01%
335,991
+18,338