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
3201
$2.56M ﹤0.01%
174,561
+163,965
3202
$2.55M ﹤0.01%
105,050
-20,335
3203
$2.55M ﹤0.01%
209,122
+174,161
3204
$2.55M ﹤0.01%
267,933
-37,404
3205
$2.55M ﹤0.01%
50,609
+30,362
3206
$2.55M ﹤0.01%
340,264
+179,062
3207
$2.54M ﹤0.01%
76,466
-21,756
3208
$2.54M ﹤0.01%
203,773
+85,218
3209
$2.54M ﹤0.01%
118,344
+1,431
3210
$2.54M ﹤0.01%
48,271
+2,946
3211
$2.54M ﹤0.01%
730,925
+109,955
3212
$2.53M ﹤0.01%
205,943
-16,451
3213
$2.53M ﹤0.01%
100,000
3214
$2.53M ﹤0.01%
29,723
-2,028
3215
$2.52M ﹤0.01%
69,881
-1,969
3216
$2.52M ﹤0.01%
189,886
+25,694
3217
$2.52M ﹤0.01%
240,678
+75,658
3218
$2.51M ﹤0.01%
89,112
+74,982
3219
$2.5M ﹤0.01%
262,029
-146,275
3220
$2.49M ﹤0.01%
40,312
+8,317
3221
$2.49M ﹤0.01%
55,981
+2,205
3222
$2.48M ﹤0.01%
421,818
+30,365
3223
$2.47M ﹤0.01%
320,081
+5,464
3224
$2.46M ﹤0.01%
207,177
-5,911
3225
$2.46M ﹤0.01%
100,000