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
3076
$3.08M ﹤0.01%
29,175
+13,151
3077
$3.07M ﹤0.01%
193,539
-3,276
3078
$3.07M ﹤0.01%
165,145
-24,877
3079
$3.06M ﹤0.01%
88,772
-551,946
3080
$3.06M ﹤0.01%
132,224
+5,163
3081
$3.06M ﹤0.01%
63,055
-42,763
3082
$3.05M ﹤0.01%
171,358
+119,200
3083
$3.03M ﹤0.01%
159,374
+79,927
3084
$3.02M ﹤0.01%
276,485
+111,749
3085
$3.02M ﹤0.01%
163,993
+15,350
3086
$3.02M ﹤0.01%
46,070
+42,115
3087
$3.02M ﹤0.01%
175,306
+86,805
3088
$3.01M ﹤0.01%
52,653
-25,556
3089
$3M ﹤0.01%
137,145
+63,140
3090
$3M ﹤0.01%
297,586
-600,914
3091
$3M ﹤0.01%
104,603
-507
3092
$2.99M ﹤0.01%
150,117
+27,702
3093
$2.98M ﹤0.01%
71,895
+71,300
3094
$2.98M ﹤0.01%
74,269
+44,591
3095
$2.98M ﹤0.01%
89,873
+30,049
3096
$2.96M ﹤0.01%
146,239
-21,942
3097
$2.96M ﹤0.01%
100,478
+1,320
3098
$2.96M ﹤0.01%
193,754
+8,721
3099
$2.95M ﹤0.01%
79,926
-13,862
3100
$2.95M ﹤0.01%
123,472
-11,162