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
3126
$2.81M ﹤0.01%
+50,000
3127
$2.81M ﹤0.01%
469,708
-2,648,446
3128
$2.81M ﹤0.01%
256,087
+126,861
3129
$2.8M ﹤0.01%
50,406
-5,358
3130
$2.8M ﹤0.01%
354,616
-2,288
3131
$2.8M ﹤0.01%
29,302
+21,426
3132
$2.8M ﹤0.01%
220,059
+7,531
3133
$2.8M ﹤0.01%
93,350
+16,021
3134
$2.79M ﹤0.01%
406,531
-923,235
3135
$2.79M ﹤0.01%
255,935
-48,400
3136
$2.79M ﹤0.01%
253,172
+4,631
3137
$2.79M ﹤0.01%
+50,000
3138
$2.78M ﹤0.01%
53,716
+8,877
3139
$2.78M ﹤0.01%
98,145
+10,528
3140
$2.78M ﹤0.01%
28,436
+11,917
3141
$2.77M ﹤0.01%
3,929
+3,098
3142
$2.77M ﹤0.01%
228,636
-300,626
3143
$2.77M ﹤0.01%
104,876
-31,202
3144
$2.77M ﹤0.01%
65,955
-19,935
3145
$2.77M ﹤0.01%
49,712
+35,871
3146
$2.77M ﹤0.01%
96,205
+8,271
3147
$2.77M ﹤0.01%
107,657
+49,062
3148
$2.77M ﹤0.01%
+50,000
3149
$2.75M ﹤0.01%
96,379
+6,467
3150
$2.75M ﹤0.01%
+50,000