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
2976
$3.49M ﹤0.01%
122,008
-36,808
2977
$3.49M ﹤0.01%
1,855,922
-27,085
2978
$3.48M ﹤0.01%
85,535
-1,980
2979
$3.48M ﹤0.01%
52,677
+48,269
2980
$3.48M ﹤0.01%
181,403
-3,350
2981
$3.48M ﹤0.01%
262,294
-192,292
2982
$3.47M ﹤0.01%
50,776
+2,489
2983
$3.47M ﹤0.01%
65,793
-2,171
2984
$3.47M ﹤0.01%
71,156
-45,664
2985
$3.46M ﹤0.01%
107,585
-127,907
2986
$3.46M ﹤0.01%
532,528
+48,459
2987
$3.46M ﹤0.01%
238,930
+180,052
2988
$3.46M ﹤0.01%
106,545
+2,778
2989
$3.46M ﹤0.01%
69,495
-6,251
2990
$3.46M ﹤0.01%
52,646
-70,689
2991
$3.45M ﹤0.01%
110,629
-10,861
2992
$3.45M ﹤0.01%
235,944
+164,339
2993
$3.44M ﹤0.01%
219,869
+25,237
2994
$3.43M ﹤0.01%
432,226
+19,125
2995
$3.43M ﹤0.01%
106,230
+50,551
2996
$3.43M ﹤0.01%
117,551
-5,672
2997
$3.43M ﹤0.01%
175,942
+7,346
2998
$3.43M ﹤0.01%
420,327
-55,249
2999
$3.42M ﹤0.01%
95,933
-8,239
3000
$3.42M ﹤0.01%
280,377
+5,596