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
3226
$2.46M ﹤0.01%
81,345
-80,300
3227
$2.46M ﹤0.01%
49,218
-34,142
3228
$2.46M ﹤0.01%
43,507
+34,753
3229
$2.45M ﹤0.01%
54,300
+4,620
3230
$2.45M ﹤0.01%
239,244
-15,566
3231
$2.45M ﹤0.01%
87,171
+63,763
3232
$2.45M ﹤0.01%
71,625
-2,699
3233
$2.44M ﹤0.01%
18,892
+11,730
3234
$2.44M ﹤0.01%
63,245
-11,803
3235
$2.43M ﹤0.01%
332,915
+202,604
3236
$2.43M ﹤0.01%
477,467
+53,406
3237
$2.42M ﹤0.01%
70,196
+4,582
3238
$2.41M ﹤0.01%
99,095
-20,545
3239
$2.41M ﹤0.01%
33,623
+1,485
3240
$2.41M ﹤0.01%
58,454
+975
3241
$2.4M ﹤0.01%
185,631
+70,760
3242
$2.4M ﹤0.01%
83,868
-35,573
3243
$2.4M ﹤0.01%
61,635
+9,065
3244
$2.4M ﹤0.01%
42,466
-9,121
3245
$2.39M ﹤0.01%
201,045
-31,110
3246
$2.39M ﹤0.01%
103,272
+57,123
3247
$2.39M ﹤0.01%
20,288
+5,790
3248
$2.38M ﹤0.01%
162,361
-12,284
3249
$2.38M ﹤0.01%
96,017
-7,354
3250
$2.38M ﹤0.01%
112,629
+53,397