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
3276
$2.27M ﹤0.01%
391,140
-108,649
3277
$2.27M ﹤0.01%
174,691
+223
3278
$2.26M ﹤0.01%
168,234
+26,814
3279
$2.25M ﹤0.01%
51,368
+28,238
3280
$2.25M ﹤0.01%
235,350
-40,573
3281
$2.25M ﹤0.01%
15,139
+1,946
3282
$2.24M ﹤0.01%
139,871
+23,735
3283
$2.23M ﹤0.01%
171,098
+5,113
3284
$2.23M ﹤0.01%
30,412
-3,540
3285
$2.23M ﹤0.01%
30,208
-139
3286
$2.23M ﹤0.01%
171,247
+12,488
3287
$2.23M ﹤0.01%
306,214
+26,284
3288
$2.22M ﹤0.01%
126,865
+17,961
3289
$2.22M ﹤0.01%
109,169
+69,161
3290
$2.22M ﹤0.01%
66,768
-27,786
3291
$2.22M ﹤0.01%
41,669
-13,436
3292
$2.21M ﹤0.01%
48,350
-18,683
3293
$2.21M ﹤0.01%
107,131
-7,359
3294
$2.21M ﹤0.01%
97,090
+1,670
3295
$2.21M ﹤0.01%
57,253
+57,158
3296
$2.21M ﹤0.01%
65,900
+6,062
3297
$2.21M ﹤0.01%
88,043
-3,976
3298
$2.2M ﹤0.01%
133,432
-10,985
3299
$2.2M ﹤0.01%
174,446
-16,815
3300
$2.2M ﹤0.01%
279,530
-143,446