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
2951
$3.66M ﹤0.01%
115,650
-129,079
2952
$3.64M ﹤0.01%
58,676
+3,870
2953
$3.62M ﹤0.01%
64,016
+4,881
2954
$3.62M ﹤0.01%
196,555
-14,285
2955
$3.61M ﹤0.01%
133,546
+10,390
2956
$3.6M ﹤0.01%
397,945
+23,824
2957
$3.6M ﹤0.01%
124,492
-27,528
2958
$3.6M ﹤0.01%
71,791
+46,860
2959
$3.58M ﹤0.01%
277,216
+27,052
2960
$3.57M ﹤0.01%
333,399
-9,723
2961
$3.56M ﹤0.01%
1,366,046
+109,161
2962
$3.56M ﹤0.01%
103,634
-18,159
2963
$3.55M ﹤0.01%
114,028
-42,829
2964
$3.54M ﹤0.01%
673,921
+507,379
2965
$3.54M ﹤0.01%
145,162
-69,931
2966
$3.53M ﹤0.01%
70,118
-39,954
2967
$3.53M ﹤0.01%
258,653
+239,005
2968
$3.53M ﹤0.01%
566,234
+30,776
2969
$3.52M ﹤0.01%
206,892
+175,180
2970
$3.52M ﹤0.01%
211,348
+101,203
2971
$3.51M ﹤0.01%
58,780
-29,990
2972
$3.51M ﹤0.01%
81,318
-26,072
2973
$3.5M ﹤0.01%
424,641
-30,399
2974
$3.5M ﹤0.01%
+171,939
2975
$3.49M ﹤0.01%
237,724
-19,975