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
2726
$4.79M ﹤0.01%
65,852
+3,943
2727
$4.78M ﹤0.01%
331,181
+56,007
2728
$4.78M ﹤0.01%
150,357
+57,091
2729
$4.78M ﹤0.01%
36,704
+1,419
2730
$4.77M ﹤0.01%
288,294
+18,269
2731
$4.76M ﹤0.01%
94,218
+30,634
2732
$4.76M ﹤0.01%
83,150
+17,671
2733
$4.76M ﹤0.01%
94,073
+29,517
2734
$4.75M ﹤0.01%
109,037
-1,310
2735
$4.75M ﹤0.01%
251,750
+46,022
2736
$4.75M ﹤0.01%
129,215
-7,601
2737
$4.74M ﹤0.01%
312,188
+12,840
2738
$4.74M ﹤0.01%
904,984
+11,103
2739
$4.73M ﹤0.01%
359,455
+32,802
2740
$4.73M ﹤0.01%
163,847
-202
2741
$4.73M ﹤0.01%
29,763
-31,820
2742
$4.73M ﹤0.01%
210,978
-21,612
2743
$4.73M ﹤0.01%
1,266,949
-150,341
2744
$4.72M ﹤0.01%
439,098
+206,489
2745
$4.72M ﹤0.01%
2,302,715
+151,133
2746
$4.72M ﹤0.01%
157,946
+138,356
2747
$4.71M ﹤0.01%
129,712
+13,316
2748
$4.71M ﹤0.01%
333,956
-31,393
2749
$4.68M ﹤0.01%
164,316
-64,079
2750
$4.68M ﹤0.01%
490,826
+331,014