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
3326
$2.12M ﹤0.01%
50,010
-78,590
3327
$2.12M ﹤0.01%
491,774
+409,132
3328
$2.12M ﹤0.01%
187,915
+34,134
3329
$2.12M ﹤0.01%
172,678
+6,063
3330
$2.11M ﹤0.01%
97,037
-5,677
3331
$2.11M ﹤0.01%
148,738
-61,318
3332
$2.1M ﹤0.01%
49,246
-3,047
3333
$2.1M ﹤0.01%
57,772
+7,585
3334
$2.09M ﹤0.01%
72,018
-18,263
3335
$2.09M ﹤0.01%
77,952
+55,126
3336
$2.09M ﹤0.01%
70,749
-87,473
3337
$2.08M ﹤0.01%
59,131
+7,461
3338
$2.08M ﹤0.01%
161,108
+13,196
3339
$2.08M ﹤0.01%
49,187
-8,994
3340
$2.08M ﹤0.01%
101,143
+6,272
3341
$2.08M ﹤0.01%
395,581
-10,676
3342
$2.08M ﹤0.01%
31,297
-22,679
3343
$2.07M ﹤0.01%
293,816
-319,719
3344
$2.07M ﹤0.01%
96,401
+2,637
3345
$2.07M ﹤0.01%
88,619
-180
3346
$2.06M ﹤0.01%
159,073
-19,726
3347
$2.06M ﹤0.01%
200,147
+20,886
3348
$2.06M ﹤0.01%
370,268
+337,248
3349
$2.06M ﹤0.01%
28,170
-1,569
3350
$2.06M ﹤0.01%
142,072
+8,375