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
2601
$5.63M ﹤0.01%
258,757
+732
2602
$5.63M ﹤0.01%
410,709
+354,533
2603
$5.63M ﹤0.01%
419,271
+370,087
2604
$5.63M ﹤0.01%
111,673
+9,450
2605
$5.62M ﹤0.01%
182,705
-133,485
2606
$5.62M ﹤0.01%
183,095
+3,670
2607
$5.6M ﹤0.01%
2,144,223
+1,779,521
2608
$5.59M ﹤0.01%
141,258
-8,464
2609
$5.59M ﹤0.01%
65,418
-9,014
2610
$5.58M ﹤0.01%
436,114
-84,190
2611
$5.57M ﹤0.01%
327,218
-149,848
2612
$5.57M ﹤0.01%
339,421
-40,804
2613
$5.56M ﹤0.01%
43,454
+31,742
2614
$5.55M ﹤0.01%
514,686
+291,538
2615
$5.55M ﹤0.01%
77,828
-43,062
2616
$5.54M ﹤0.01%
143,928
-15,126
2617
$5.54M ﹤0.01%
98,110
-367,994
2618
$5.54M ﹤0.01%
162,068
-8,161
2619
$5.53M ﹤0.01%
240,288
+21,303
2620
$5.53M ﹤0.01%
126,393
-8,259
2621
$5.52M ﹤0.01%
226,381
-5,326
2622
$5.51M ﹤0.01%
146,050
+118,398
2623
$5.51M ﹤0.01%
65,694
+31,137
2624
$5.5M ﹤0.01%
252,363
-85,655
2625
$5.5M ﹤0.01%
537,187
-125,930