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
3376
$1.97M ﹤0.01%
49,080
-9,680
3377
$1.97M ﹤0.01%
241,372
+198,375
3378
$1.96M ﹤0.01%
65,004
-1,392
3379
$1.96M ﹤0.01%
136,784
+8,614
3380
$1.96M ﹤0.01%
29,372
+4,142
3381
$1.96M ﹤0.01%
87,952
+37,130
3382
$1.96M ﹤0.01%
63,407
-4,099
3383
$1.95M ﹤0.01%
37,411
-3,691
3384
$1.95M ﹤0.01%
66,829
-5,596
3385
$1.95M ﹤0.01%
139,940
+1,849
3386
$1.95M ﹤0.01%
35,917
-2,225
3387
$1.94M ﹤0.01%
180,658
+79,196
3388
$1.94M ﹤0.01%
15,383
+13,008
3389
$1.94M ﹤0.01%
828,953
+31,745
3390
$1.94M ﹤0.01%
42,350
+7,262
3391
$1.94M ﹤0.01%
150,577
+139,908
3392
$1.93M ﹤0.01%
77,504
+63,867
3393
$1.93M ﹤0.01%
112,610
+631
3394
$1.93M ﹤0.01%
130,052
-11,156
3395
$1.92M ﹤0.01%
3,327
+3,017
3396
$1.91M ﹤0.01%
122,952
+8,430
3397
$1.9M ﹤0.01%
95,413
-400
3398
$1.9M ﹤0.01%
81,862
+64,495
3399
$1.9M ﹤0.01%
84,937
+66,107
3400
$1.9M ﹤0.01%
96,169
-8,444