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
3476
$1.69M ﹤0.01%
88,036
+30,653
3477
$1.69M ﹤0.01%
225,685
+28,438
3478
$1.69M ﹤0.01%
116,203
+53,694
3479
$1.68M ﹤0.01%
115,474
-94,689
3480
$1.68M ﹤0.01%
236,000
+18,014
3481
$1.68M ﹤0.01%
159,091
-10,599
3482
$1.67M ﹤0.01%
69,046
-24,277
3483
$1.67M ﹤0.01%
51,519
+4,902
3484
$1.66M ﹤0.01%
126,986
+21,241
3485
$1.65M ﹤0.01%
72,848
-2,980
3486
$1.65M ﹤0.01%
48,855
+716
3487
$1.65M ﹤0.01%
37,615
-42,492
3488
$1.65M ﹤0.01%
109,975
-15,501
3489
$1.65M ﹤0.01%
118,937
-77,216
3490
$1.65M ﹤0.01%
115,007
+7,546
3491
$1.64M ﹤0.01%
295,611
+71,253
3492
$1.64M ﹤0.01%
+158,117
3493
$1.64M ﹤0.01%
354,487
+254,202
3494
$1.64M ﹤0.01%
154,588
+71,150
3495
$1.64M ﹤0.01%
116,593
-2,393
3496
$1.64M ﹤0.01%
110,968
+2,425
3497
$1.63M ﹤0.01%
85,952
-143,455
3498
$1.63M ﹤0.01%
267,027
+11,398
3499
$1.63M ﹤0.01%
75,163
+4,522
3500
$1.63M ﹤0.01%
180,916
+13,800