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
2551
$6.02M ﹤0.01%
360,325
+249,184
2552
$6.02M ﹤0.01%
205,307
-30,942
2553
$6.01M ﹤0.01%
211,357
-13,225
2554
$6M ﹤0.01%
689,125
-43,840
2555
$6M ﹤0.01%
316,939
+21,997
2556
$6M ﹤0.01%
124,515
+63,858
2557
$6M ﹤0.01%
476,743
+229,001
2558
$6M ﹤0.01%
1,171,197
-43,993
2559
$6M ﹤0.01%
460,523
-29,015
2560
$5.99M ﹤0.01%
273,433
+143,582
2561
$5.97M ﹤0.01%
+116,025
2562
$5.97M ﹤0.01%
254,854
+186,866
2563
$5.96M ﹤0.01%
13,742
-1,785
2564
$5.95M ﹤0.01%
171,073
-7,162
2565
$5.95M ﹤0.01%
274,998
-48,831
2566
$5.94M ﹤0.01%
165,811
+771
2567
$5.93M ﹤0.01%
698,596
+301,201
2568
$5.93M ﹤0.01%
64,879
+17,733
2569
$5.9M ﹤0.01%
237,111
+103,883
2570
$5.9M ﹤0.01%
432,367
+104,658
2571
$5.89M ﹤0.01%
600,058
+231,940
2572
$5.89M ﹤0.01%
156,073
-22,254
2573
$5.87M ﹤0.01%
137,593
-33,170
2574
$5.87M ﹤0.01%
126,020
+75,811
2575
$5.85M ﹤0.01%
196,059
-4,877