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
3001
$3.41M ﹤0.01%
82,119
+34,144
3002
$3.41M ﹤0.01%
141,248
-111,888
3003
$3.4M ﹤0.01%
55,667
+911
3004
$3.4M ﹤0.01%
130,610
+41,962
3005
$3.38M ﹤0.01%
177,941
+22,579
3006
$3.38M ﹤0.01%
321,360
-10,975
3007
$3.37M ﹤0.01%
297,614
+115,795
3008
$3.36M ﹤0.01%
55,354
-18,719
3009
$3.36M ﹤0.01%
159,890
+67,784
3010
$3.35M ﹤0.01%
366,471
+86,790
3011
$3.34M ﹤0.01%
53,817
-5,550
3012
$3.34M ﹤0.01%
49,298
-3,240
3013
$3.34M ﹤0.01%
415,064
+401,634
3014
$3.33M ﹤0.01%
870,416
-210,505
3015
$3.33M ﹤0.01%
98,523
-14,208
3016
$3.32M ﹤0.01%
195,854
+49,017
3017
$3.32M ﹤0.01%
275,491
-3,038
3018
$3.31M ﹤0.01%
265,075
-27,359
3019
$3.31M ﹤0.01%
128,196
+5,275
3020
$3.31M ﹤0.01%
198,588
+14,824
3021
$3.3M ﹤0.01%
99,398
+7,544
3022
$3.3M ﹤0.01%
31,502
+3,033
3023
$3.3M ﹤0.01%
280,160
-111,647
3024
$3.3M ﹤0.01%
593,346
-225,666
3025
$3.3M ﹤0.01%
82,208
+14,899