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
3176
$2.64M ﹤0.01%
+50,000
3177
$2.64M ﹤0.01%
+50,000
3178
$2.63M ﹤0.01%
326,066
+38,806
3179
$2.63M ﹤0.01%
270,787
-6,192
3180
$2.63M ﹤0.01%
131,280
+79,704
3181
$2.62M ﹤0.01%
+50,000
3182
$2.62M ﹤0.01%
96,179
+876
3183
$2.62M ﹤0.01%
108,979
+17,002
3184
$2.61M ﹤0.01%
+50,000
3185
$2.6M ﹤0.01%
+50,000
3186
$2.6M ﹤0.01%
35,635
+31,238
3187
$2.6M ﹤0.01%
33,391
+16,165
3188
$2.6M ﹤0.01%
51,305
+27,107
3189
$2.59M ﹤0.01%
415,713
-733,556
3190
$2.59M ﹤0.01%
155,717
+975
3191
$2.59M ﹤0.01%
128,401
-5,835
3192
$2.59M ﹤0.01%
179,564
+65,831
3193
$2.58M ﹤0.01%
106,009
-1,916
3194
$2.58M ﹤0.01%
104,424
+2,999
3195
$2.57M ﹤0.01%
99,332
-27,044
3196
$2.57M ﹤0.01%
51,761
+37,469
3197
$2.57M ﹤0.01%
98,928
+44,428
3198
$2.57M ﹤0.01%
30,897
+25,302
3199
$2.56M ﹤0.01%
112,707
-3,270
3200
$2.56M ﹤0.01%
181,543
+26,586