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
2801
$4.35M ﹤0.01%
57,486
-13,453
2802
$4.34M ﹤0.01%
218,958
+18,718
2803
$4.34M ﹤0.01%
287,016
+66,693
2804
$4.31M ﹤0.01%
226,146
+60,747
2805
$4.31M ﹤0.01%
89,319
+6,780
2806
$4.31M ﹤0.01%
246,750
+140,897
2807
$4.3M ﹤0.01%
317,750
-56,051
2808
$4.3M ﹤0.01%
+106,750
2809
$4.29M ﹤0.01%
173,773
-75,129
2810
$4.29M ﹤0.01%
3,292
+1,418
2811
$4.29M ﹤0.01%
327,708
+4,201
2812
$4.27M ﹤0.01%
631,692
-122,662
2813
$4.26M ﹤0.01%
107,788
+972
2814
$4.26M ﹤0.01%
580,568
-16,490
2815
$4.26M ﹤0.01%
188,346
-83,139
2816
$4.25M ﹤0.01%
136,090
+6,343
2817
$4.25M ﹤0.01%
78,816
+5,658
2818
$4.23M ﹤0.01%
65,646
-19,258
2819
$4.23M ﹤0.01%
222,821
-170,403
2820
$4.23M ﹤0.01%
123,696
-4,365
2821
$4.23M ﹤0.01%
202,882
-2,624,575
2822
$4.22M ﹤0.01%
118,554
+11,114
2823
$4.22M ﹤0.01%
304,656
+20,397
2824
$4.21M ﹤0.01%
155,966
+40,184
2825
$4.21M ﹤0.01%
492,864
-193,473