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
2526
$6.1M ﹤0.01%
164,328
-4,980
2527
$6.1M ﹤0.01%
134,632
-18
2528
$6.09M ﹤0.01%
95,944
-25,507
2529
$6.09M ﹤0.01%
285,077
-151,784
2530
$6.09M ﹤0.01%
68,359
-21,195
2531
$6.08M ﹤0.01%
137,984
+73,729
2532
$6.08M ﹤0.01%
206,550
+38,272
2533
$6.08M ﹤0.01%
132,261
+48,003
2534
$6.08M ﹤0.01%
282,582
+39,968
2535
$6.07M ﹤0.01%
561,158
+172,910
2536
$6.07M ﹤0.01%
966,357
+198,466
2537
$6.07M ﹤0.01%
234,742
+37,655
2538
$6.07M ﹤0.01%
199,020
+46,827
2539
$6.06M ﹤0.01%
650,019
-50,699
2540
$6.06M ﹤0.01%
146,207
+28,853
2541
$6.05M ﹤0.01%
117,394
+31,020
2542
$6.05M ﹤0.01%
387,858
+143,533
2543
$6.05M ﹤0.01%
301,919
+78,854
2544
$6.05M ﹤0.01%
412,655
+35,716
2545
$6.04M ﹤0.01%
161,626
+52,555
2546
$6.04M ﹤0.01%
109,246
-18,985
2547
$6.03M ﹤0.01%
314,178
-48,101
2548
$6.03M ﹤0.01%
207,343
+191,206
2549
$6.02M ﹤0.01%
250,540
-48,700
2550
$6.02M ﹤0.01%
63,130
-7,342