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
3526
$1.58M ﹤0.01%
83,046
+80,146
3527
$1.58M ﹤0.01%
111,478
+17,501
3528
$1.58M ﹤0.01%
60,856
+17,162
3529
$1.58M ﹤0.01%
280,575
-2,197,965
3530
$1.57M ﹤0.01%
20,755
-1,631
3531
$1.57M ﹤0.01%
72,582
+26,900
3532
$1.57M ﹤0.01%
122,722
-1,181
3533
$1.57M ﹤0.01%
17,741
+399
3534
$1.56M ﹤0.01%
45,097
+11,455
3535
$1.56M ﹤0.01%
120,821
+94,121
3536
$1.55M ﹤0.01%
113,707
+919
3537
$1.55M ﹤0.01%
94,662
+33,769
3538
$1.55M ﹤0.01%
97,304
+85,261
3539
$1.55M ﹤0.01%
40,045
-23,706
3540
$1.54M ﹤0.01%
78,015
+2,493
3541
$1.54M ﹤0.01%
30,542
-13,164
3542
$1.54M ﹤0.01%
98,418
-20,496
3543
$1.53M ﹤0.01%
37,485
+482
3544
$1.53M ﹤0.01%
39,876
+13,884
3545
$1.53M ﹤0.01%
36,061
-4,995
3546
$1.52M ﹤0.01%
50,920
-41,661
3547
$1.52M ﹤0.01%
6,207
+3,152
3548
$1.52M ﹤0.01%
489,050
+26,198
3549
$1.52M ﹤0.01%
24,941
+17,133
3550
$1.51M ﹤0.01%
35,183
-3,911