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
3026
$3.29M ﹤0.01%
71,491
-3,626
3027
$3.29M ﹤0.01%
45,477
-6,739
3028
$3.29M ﹤0.01%
100,451
-13,943
3029
$3.28M ﹤0.01%
162,868
+47,414
3030
$3.28M ﹤0.01%
149,335
+84,311
3031
$3.27M ﹤0.01%
156,184
+132,018
3032
$3.26M ﹤0.01%
251,091
-79,408
3033
$3.25M ﹤0.01%
446,976
+11,908
3034
$3.25M ﹤0.01%
62,262
+24,430
3035
$3.25M ﹤0.01%
260,043
+215,155
3036
$3.25M ﹤0.01%
242,841
-13,944
3037
$3.24M ﹤0.01%
244,768
+141,513
3038
$3.24M ﹤0.01%
331,339
-27,507
3039
$3.23M ﹤0.01%
40,988
+14,761
3040
$3.23M ﹤0.01%
696,808
+549,839
3041
$3.23M ﹤0.01%
60,990
+10,257
3042
$3.22M ﹤0.01%
84,758
-156,222
3043
$3.22M ﹤0.01%
36,189
-3,278
3044
$3.21M ﹤0.01%
290,517
-1,034,898
3045
$3.21M ﹤0.01%
1,264,704
-1,409,192
3046
$3.21M ﹤0.01%
42,863
-2,115
3047
$3.2M ﹤0.01%
222,774
+515
3048
$3.2M ﹤0.01%
175,293
+38,767
3049
$3.19M ﹤0.01%
156,969
+36,484
3050
$3.19M ﹤0.01%
145,936
-59,445