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
3551
$1.51M ﹤0.01%
220,469
-18,744
3552
$1.51M ﹤0.01%
146,301
-3,675
3553
$1.51M ﹤0.01%
120,584
-10,448
3554
$1.5M ﹤0.01%
124,097
+3,019
3555
$1.5M ﹤0.01%
123,939
-389,123
3556
$1.5M ﹤0.01%
16,373
-3,794
3557
$1.5M ﹤0.01%
68,841
+40,416
3558
$1.5M ﹤0.01%
50,022
-118,581
3559
$1.49M ﹤0.01%
133,952
+69,670
3560
$1.49M ﹤0.01%
56,555
-22,635
3561
$1.49M ﹤0.01%
50,604
+28,189
3562
$1.49M ﹤0.01%
3,411
-1,254
3563
$1.49M ﹤0.01%
90,504
+43,258
3564
$1.48M ﹤0.01%
128,632
+28,523
3565
$1.48M ﹤0.01%
57,253
+6,221
3566
$1.48M ﹤0.01%
143,375
+44,277
3567
$1.48M ﹤0.01%
+190,448
3568
$1.48M ﹤0.01%
85,157
-48,817
3569
$1.47M ﹤0.01%
72,154
+49,346
3570
$1.47M ﹤0.01%
105,556
+31,411
3571
$1.47M ﹤0.01%
+73,500
3572
$1.47M ﹤0.01%
38,305
-399
3573
$1.47M ﹤0.01%
108,005
+2,088
3574
$1.47M ﹤0.01%
51,067
-40,422
3575
$1.47M ﹤0.01%
127,861
+51,828