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
2851
$4.06M ﹤0.01%
168,514
+44,634
2852
$4.05M ﹤0.01%
156,173
+18,440
2853
$4.05M ﹤0.01%
+117,717
2854
$4.04M ﹤0.01%
161,564
+22,446
2855
$4.04M ﹤0.01%
56,919
-12,128
2856
$4.04M ﹤0.01%
439,542
+15,267
2857
$4.04M ﹤0.01%
165,716
-96,859
2858
$4.04M ﹤0.01%
108,707
+1,362
2859
$4.03M ﹤0.01%
48,832
+26,488
2860
$4.03M ﹤0.01%
268,505
-149,302
2861
$4.03M ﹤0.01%
95,910
+8,452
2862
$4.03M ﹤0.01%
199,679
-6,358
2863
$4.03M ﹤0.01%
119,055
-80
2864
$4.02M ﹤0.01%
116,088
+20,211
2865
$4.02M ﹤0.01%
55,894
-4,490
2866
$4.01M ﹤0.01%
164,563
+18,374
2867
$4M ﹤0.01%
56,649
+4,296
2868
$4M ﹤0.01%
172,903
-5,185
2869
$3.99M ﹤0.01%
350,337
+157,932
2870
$3.99M ﹤0.01%
268,695
+38,222
2871
$3.98M ﹤0.01%
204,817
+103,956
2872
$3.97M ﹤0.01%
65,747
-18,023
2873
$3.97M ﹤0.01%
83,749
+48,923
2874
$3.96M ﹤0.01%
92,747
-37,578
2875
$3.96M ﹤0.01%
153,260
+61,594