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
2926
$3.75M ﹤0.01%
332,286
+207
2927
$3.75M ﹤0.01%
76,476
+74,417
2928
$3.75M ﹤0.01%
153,295
+37,034
2929
$3.75M ﹤0.01%
337,773
-40,414
2930
$3.74M ﹤0.01%
188,343
-53,172
2931
$3.74M ﹤0.01%
114,799
+63,872
2932
$3.74M ﹤0.01%
584,744
+36,597
2933
$3.73M ﹤0.01%
389,130
-126,877
2934
$3.73M ﹤0.01%
230,104
-25,729
2935
$3.73M ﹤0.01%
123,505
+5,916
2936
$3.72M ﹤0.01%
37,676
-15,372
2937
$3.71M ﹤0.01%
+38,079
2938
$3.71M ﹤0.01%
697,721
+92,768
2939
$3.7M ﹤0.01%
128,670
-34,210
2940
$3.7M ﹤0.01%
425,541
-46,925
2941
$3.7M ﹤0.01%
171,928
-73,205
2942
$3.7M ﹤0.01%
16,039
-448
2943
$3.69M ﹤0.01%
849,672
-15,467
2944
$3.69M ﹤0.01%
73,465
-43,840
2945
$3.69M ﹤0.01%
463,410
+6,126
2946
$3.68M ﹤0.01%
57,069
-21,288
2947
$3.67M ﹤0.01%
111,332
+5,817
2948
$3.67M ﹤0.01%
58,827
+2,723
2949
$3.66M ﹤0.01%
182,674
-1,885
2950
$3.66M ﹤0.01%
176,806
-44,461