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
2626
$5.49M ﹤0.01%
174,805
+10,254
2627
$5.49M ﹤0.01%
190,997
-101,141
2628
$5.49M ﹤0.01%
148,905
+50,994
2629
$5.48M ﹤0.01%
369,072
+182,703
2630
$5.47M ﹤0.01%
281,341
+13,619
2631
$5.4M ﹤0.01%
432,559
+277,660
2632
$5.4M ﹤0.01%
70,127
-618
2633
$5.39M ﹤0.01%
305,286
+115,717
2634
$5.39M ﹤0.01%
111,344
-6,570
2635
$5.39M ﹤0.01%
341,721
+6,691
2636
$5.38M ﹤0.01%
545,201
-239,451
2637
$5.36M ﹤0.01%
120,066
+58,201
2638
$5.35M ﹤0.01%
264,610
-16,610
2639
$5.33M ﹤0.01%
240,102
+19,120
2640
$5.33M ﹤0.01%
75,401
+9,602
2641
$5.33M ﹤0.01%
210,961
+151,156
2642
$5.33M ﹤0.01%
138,853
-26,740
2643
$5.32M ﹤0.01%
267,395
+200,559
2644
$5.32M ﹤0.01%
76,678
-35,435
2645
$5.31M ﹤0.01%
11,751
+2,695
2646
$5.31M ﹤0.01%
201,278
+15,022
2647
$5.29M ﹤0.01%
443,050
+1,900
2648
$5.28M ﹤0.01%
198,786
-19,551
2649
$5.26M ﹤0.01%
+5,000
2650
$5.26M ﹤0.01%
+39,500