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
2901
$3.83M ﹤0.01%
146,749
-79,776
2902
$3.83M ﹤0.01%
38,341
+4,894
2903
$3.82M ﹤0.01%
116,337
-8,336
2904
$3.82M ﹤0.01%
168,134
-20,895
2905
$3.82M ﹤0.01%
171,957
+700
2906
$3.82M ﹤0.01%
97,808
+62,882
2907
$3.81M ﹤0.01%
9,230
+8,263
2908
$3.81M ﹤0.01%
32,442
+13,392
2909
$3.81M ﹤0.01%
210,577
-1,529
2910
$3.81M ﹤0.01%
180,700
-75,070
2911
$3.81M ﹤0.01%
152,784
+83,545
2912
$3.81M ﹤0.01%
65,823
-53,489
2913
$3.81M ﹤0.01%
319,796
+28,881
2914
$3.8M ﹤0.01%
38,040
-192,314
2915
$3.8M ﹤0.01%
29,550
+10,631
2916
$3.79M ﹤0.01%
188,989
-3,690
2917
$3.79M ﹤0.01%
81,243
-40,515
2918
$3.78M ﹤0.01%
286,512
+2,245
2919
$3.78M ﹤0.01%
45,155
+4,373
2920
$3.78M ﹤0.01%
109,801
-31,578
2921
$3.78M ﹤0.01%
71,636
-9,216
2922
$3.77M ﹤0.01%
108,299
-48,340
2923
$3.77M ﹤0.01%
93,863
+5,212
2924
$3.76M ﹤0.01%
95,951
+81,539
2925
$3.76M ﹤0.01%
192,627
+175,094