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
3251
$2.37M ﹤0.01%
170,933
+26,109
3252
$2.36M ﹤0.01%
99,237
-19,794
3253
$2.35M ﹤0.01%
82,143
+4,276
3254
$2.34M ﹤0.01%
92,120
-6,498
3255
$2.34M ﹤0.01%
23,960
+1,597
3256
$2.33M ﹤0.01%
162,717
+6,280
3257
$2.33M ﹤0.01%
60,651
-5,255
3258
$2.33M ﹤0.01%
153,459
+109,591
3259
$2.33M ﹤0.01%
74,948
-1,089
3260
$2.33M ﹤0.01%
136,010
-8,466
3261
$2.32M ﹤0.01%
60,524
-17,193
3262
$2.32M ﹤0.01%
519
+514
3263
$2.32M ﹤0.01%
282,866
+142,752
3264
$2.31M ﹤0.01%
31,897
+606
3265
$2.31M ﹤0.01%
63,547
+268
3266
$2.3M ﹤0.01%
135,726
-808,141
3267
$2.3M ﹤0.01%
85,496
-61,843
3268
$2.3M ﹤0.01%
78,430
-3,856
3269
$2.3M ﹤0.01%
21,450
+7,854
3270
$2.29M ﹤0.01%
130,960
+121,328
3271
$2.29M ﹤0.01%
26,744
-31,619
3272
$2.28M ﹤0.01%
168,330
-8,114
3273
$2.28M ﹤0.01%
78,998
+24,635
3274
$2.27M ﹤0.01%
37,773
+7,010
3275
$2.27M ﹤0.01%
49,559
+9,302