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
3351
$2.06M ﹤0.01%
137,448
+23,818
3352
$2.05M ﹤0.01%
499,610
-541,498
3353
$2.05M ﹤0.01%
106,136
+56,629
3354
$2.04M ﹤0.01%
26,670
+20,028
3355
$2.04M ﹤0.01%
54,140
-1,467
3356
$2.04M ﹤0.01%
49,766
-5,772
3357
$2.04M ﹤0.01%
146,118
+8,289
3358
$2.03M ﹤0.01%
70,909
-21,160
3359
$2.03M ﹤0.01%
77,956
-46,011
3360
$2.03M ﹤0.01%
30,691
+8,692
3361
$2.03M ﹤0.01%
55,935
+8,647
3362
$2.02M ﹤0.01%
156,614
+38,579
3363
$2.02M ﹤0.01%
110,293
-28,454
3364
$2.02M ﹤0.01%
208,606
-238,508
3365
$2M ﹤0.01%
192,834
-21,083
3366
$2M ﹤0.01%
28,226
+6
3367
$2M ﹤0.01%
511,194
-62,638
3368
$2M ﹤0.01%
233,597
-26,210
3369
$2M ﹤0.01%
115,146
-56,582
3370
$1.99M ﹤0.01%
54,680
+721
3371
$1.99M ﹤0.01%
44,251
-10,501
3372
$1.99M ﹤0.01%
+48,362
3373
$1.98M ﹤0.01%
42,860
-24,495
3374
$1.98M ﹤0.01%
61,565
-2,075
3375
$1.97M ﹤0.01%
34,142
-6,375