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
3051
$3.19M ﹤0.01%
70,454
-60,648
3052
$3.19M ﹤0.01%
160,264
+14,973
3053
$3.19M ﹤0.01%
63,750
+1,909
3054
$3.18M ﹤0.01%
144,016
+100,935
3055
$3.18M ﹤0.01%
59,892
-24,605
3056
$3.17M ﹤0.01%
79,205
-24,342
3057
$3.17M ﹤0.01%
56,405
+5,766
3058
$3.17M ﹤0.01%
114,362
-10,107
3059
$3.16M ﹤0.01%
82,826
-6,067
3060
$3.16M ﹤0.01%
119,219
-1,877
3061
$3.15M ﹤0.01%
135,606
-21,918
3062
$3.15M ﹤0.01%
227,375
-8,577
3063
$3.14M ﹤0.01%
266,982
+27,449
3064
$3.13M ﹤0.01%
151,041
+3,119
3065
$3.13M ﹤0.01%
54,920
-7,332
3066
$3.12M ﹤0.01%
226,659
+21,478
3067
$3.1M ﹤0.01%
55,151
-24,362
3068
$3.1M ﹤0.01%
362,098
+187,260
3069
$3.1M ﹤0.01%
226,103
-14,380
3070
$3.1M ﹤0.01%
17,340
+6,442
3071
$3.09M ﹤0.01%
138,055
+132,086
3072
$3.09M ﹤0.01%
129,192
+91,419
3073
$3.09M ﹤0.01%
96,937
-16,771
3074
$3.08M ﹤0.01%
77,473
-47,516
3075
$3.08M ﹤0.01%
40,108
+2,768