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
2701
$4.97M ﹤0.01%
115,210
+110,250
2702
$4.97M ﹤0.01%
141,640
-2,216
2703
$4.96M ﹤0.01%
118,459
+38,766
2704
$4.96M ﹤0.01%
149,488
-25,349
2705
$4.96M ﹤0.01%
154,117
+8,791
2706
$4.93M ﹤0.01%
265,304
-45,401
2707
$4.93M ﹤0.01%
133,820
-44,175
2708
$4.93M ﹤0.01%
76,876
-7,935
2709
$4.93M ﹤0.01%
187,206
-102,468
2710
$4.92M ﹤0.01%
222,317
-431,042
2711
$4.91M ﹤0.01%
174,999
+85,479
2712
$4.91M ﹤0.01%
116,448
-17,353
2713
$4.91M ﹤0.01%
286,307
+39,367
2714
$4.89M ﹤0.01%
329,416
+222,516
2715
$4.88M ﹤0.01%
311,146
+15,910
2716
$4.86M ﹤0.01%
222,563
+27,085
2717
$4.86M ﹤0.01%
175,913
+171,500
2718
$4.85M ﹤0.01%
11,681
+8,868
2719
$4.84M ﹤0.01%
81,893
+26,051
2720
$4.83M ﹤0.01%
183,685
-13,279
2721
$4.83M ﹤0.01%
282,070
+54,068
2722
$4.83M ﹤0.01%
155,408
+19,546
2723
$4.82M ﹤0.01%
206,705
+3,655
2724
$4.82M ﹤0.01%
144,722
+852
2725
$4.81M ﹤0.01%
53,833
+523