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
3501
$1.63M ﹤0.01%
95,003
+29,557
3502
$1.62M ﹤0.01%
13,005
+2,758
3503
$1.62M ﹤0.01%
36,052
-1,026
3504
$1.62M ﹤0.01%
139,770
+53,629
3505
$1.62M ﹤0.01%
61,597
-45,213
3506
$1.61M ﹤0.01%
181,237
-19,100
3507
$1.61M ﹤0.01%
55,535
-3,452
3508
$1.61M ﹤0.01%
133,277
-26,410
3509
$1.61M ﹤0.01%
53,464
-20,134
3510
$1.61M ﹤0.01%
108,725
+3,436
3511
$1.6M ﹤0.01%
72,963
-26,884
3512
$1.6M ﹤0.01%
129,414
+28,910
3513
$1.6M ﹤0.01%
134,032
+30,122
3514
$1.6M ﹤0.01%
97,177
+16,553
3515
$1.6M ﹤0.01%
33,981
-24,462
3516
$1.6M ﹤0.01%
128,110
+13,045
3517
$1.59M ﹤0.01%
102,925
-24,585
3518
$1.59M ﹤0.01%
89,274
+69,461
3519
$1.59M ﹤0.01%
92,913
-17,134
3520
$1.59M ﹤0.01%
157,164
-70
3521
$1.59M ﹤0.01%
59,704
+52,674
3522
$1.58M ﹤0.01%
51,138
-6,785
3523
$1.58M ﹤0.01%
+113,043
3524
$1.58M ﹤0.01%
168,129
-6,620
3525
$1.58M ﹤0.01%
53,668
-63,383