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
2876
$3.96M ﹤0.01%
84,803
+585
2877
$3.95M ﹤0.01%
774,663
+607,519
2878
$3.95M ﹤0.01%
142,712
-8,734
2879
$3.95M ﹤0.01%
740,564
+476,714
2880
$3.94M ﹤0.01%
40,000
+10,229
2881
$3.94M ﹤0.01%
76,773
-5,151
2882
$3.94M ﹤0.01%
219,104
+194,885
2883
$3.93M ﹤0.01%
146,869
+18,861
2884
$3.93M ﹤0.01%
231,404
-15,559
2885
$3.93M ﹤0.01%
281,665
-64,642
2886
$3.92M ﹤0.01%
250,196
-22,372
2887
$3.92M ﹤0.01%
122,900
-38,960
2888
$3.91M ﹤0.01%
113,120
-1,434
2889
$3.91M ﹤0.01%
68,279
+22,073
2890
$3.91M ﹤0.01%
71,826
-87,529
2891
$3.88M ﹤0.01%
392,493
+1,354
2892
$3.88M ﹤0.01%
159,198
-630,953
2893
$3.88M ﹤0.01%
110,448
+32,478
2894
$3.87M ﹤0.01%
139,071
+64,521
2895
$3.86M ﹤0.01%
76,470
+9,355
2896
$3.86M ﹤0.01%
140,994
-75,051
2897
$3.85M ﹤0.01%
141,534
+123,292
2898
$3.84M ﹤0.01%
130,958
+28,455
2899
$3.84M ﹤0.01%
346,318
-64,313
2900
$3.83M ﹤0.01%
237,373
-113,509