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
3401
$1.89M ﹤0.01%
59,562
-943,425
3402
$1.89M ﹤0.01%
123,016
+4,063
3403
$1.89M ﹤0.01%
103,157
-75
3404
$1.89M ﹤0.01%
44,192
+2,952
3405
$1.89M ﹤0.01%
259,978
-34,649
3406
$1.88M ﹤0.01%
43,156
-16,280
3407
$1.88M ﹤0.01%
156,888
+143,561
3408
$1.88M ﹤0.01%
68,606
+62,461
3409
$1.88M ﹤0.01%
37,310
-44,904
3410
$1.88M ﹤0.01%
70,235
-12,131
3411
$1.88M ﹤0.01%
15,201
+699
3412
$1.88M ﹤0.01%
34,222
-854
3413
$1.87M ﹤0.01%
135,549
-32,959
3414
$1.87M ﹤0.01%
112,748
+31,923
3415
$1.86M ﹤0.01%
117,120
-203
3416
$1.86M ﹤0.01%
38,440
+29,351
3417
$1.85M ﹤0.01%
18,085
+8,740
3418
$1.85M ﹤0.01%
125,203
-441,960
3419
$1.84M ﹤0.01%
143,018
+6,655
3420
$1.84M ﹤0.01%
27,645
+5,244
3421
$1.84M ﹤0.01%
56,058
+46,884
3422
$1.84M ﹤0.01%
90,922
+15,543
3423
$1.84M ﹤0.01%
117,076
+46,891
3424
$1.84M ﹤0.01%
172,803
+172,794
3425
$1.83M ﹤0.01%
65,827
-14,463