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
3101
$2.94M ﹤0.01%
65,363
+16,269
3102
$2.94M ﹤0.01%
225,978
+177,304
3103
$2.94M ﹤0.01%
+309,265
3104
$2.94M ﹤0.01%
121,176
+23,669
3105
$2.94M ﹤0.01%
215,149
+88,824
3106
$2.92M ﹤0.01%
768,740
-134,717
3107
$2.9M ﹤0.01%
147,657
-7,896
3108
$2.9M ﹤0.01%
26,652
+1,369
3109
$2.9M ﹤0.01%
73,570
+15,925
3110
$2.89M ﹤0.01%
98,460
+46,919
3111
$2.89M ﹤0.01%
64,725
+51,297
3112
$2.88M ﹤0.01%
438,117
+107,430
3113
$2.88M ﹤0.01%
122,591
-1,365
3114
$2.87M ﹤0.01%
156,965
+1,276
3115
$2.86M ﹤0.01%
198,516
+34,604
3116
$2.85M ﹤0.01%
117,126
+97,938
3117
$2.85M ﹤0.01%
70,422
+10,289
3118
$2.85M ﹤0.01%
259,659
+12,817
3119
$2.84M ﹤0.01%
353,934
-17,266
3120
$2.84M ﹤0.01%
29,956
-2,269
3121
$2.84M ﹤0.01%
98,012
-15,667
3122
$2.83M ﹤0.01%
155,473
+135,314
3123
$2.83M ﹤0.01%
1,774
-97
3124
$2.81M ﹤0.01%
81,938
-6,692
3125
$2.81M ﹤0.01%
26,490
+10,008