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
3301
$2.19M ﹤0.01%
67,967
+8,678
3302
$2.19M ﹤0.01%
148,499
-14,708
3303
$2.18M ﹤0.01%
62,062
-5,256
3304
$2.18M ﹤0.01%
40,378
-25,056
3305
$2.18M ﹤0.01%
117,122
+4,004
3306
$2.18M ﹤0.01%
55,925
-9,079
3307
$2.17M ﹤0.01%
70,439
-67,872
3308
$2.17M ﹤0.01%
65,126
-801
3309
$2.17M ﹤0.01%
39,993
+12,987
3310
$2.17M ﹤0.01%
1,453,958
-453,987
3311
$2.16M ﹤0.01%
307,783
+158,533
3312
$2.16M ﹤0.01%
49,322
-37,742
3313
$2.16M ﹤0.01%
79,287
+4,104
3314
$2.15M ﹤0.01%
107,779
+13,149
3315
$2.15M ﹤0.01%
72,331
+32,915
3316
$2.14M ﹤0.01%
108,399
+7,376
3317
$2.14M ﹤0.01%
203,029
-48,431
3318
$2.14M ﹤0.01%
109,024
-73,731
3319
$2.13M ﹤0.01%
153,948
-212,346
3320
$2.13M ﹤0.01%
82,846
-31,675
3321
$2.13M ﹤0.01%
120,954
+76,029
3322
$2.13M ﹤0.01%
31,193
-4,611
3323
$2.13M ﹤0.01%
80,945
-37,335
3324
$2.12M ﹤0.01%
52,396
+48,243
3325
$2.12M ﹤0.01%
90,012
+37,039