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
3601
$1.42M ﹤0.01%
477,802
+284,300
3602
$1.41M ﹤0.01%
20,546
+3,559
3603
$1.41M ﹤0.01%
91,134
-9,380
3604
$1.41M ﹤0.01%
75,569
-449
3605
$1.4M ﹤0.01%
40,938
+37,408
3606
$1.4M ﹤0.01%
90,540
-1,202
3607
$1.4M ﹤0.01%
16,060
-5,805
3608
$1.4M ﹤0.01%
19,622
-13,949
3609
$1.4M ﹤0.01%
79,258
+44,448
3610
$1.4M ﹤0.01%
43,029
-18,278
3611
$1.4M ﹤0.01%
39,737
+4,090
3612
$1.39M ﹤0.01%
27,566
-19,826
3613
$1.38M ﹤0.01%
31,622
-4,000
3614
$1.38M ﹤0.01%
92,223
-7,369
3615
$1.38M ﹤0.01%
232,535
-83,943
3616
$1.38M ﹤0.01%
34,111
+25,302
3617
$1.38M ﹤0.01%
223,791
+58
3618
$1.37M ﹤0.01%
56,695
+11,233
3619
$1.37M ﹤0.01%
127,443
+71,869
3620
$1.37M ﹤0.01%
42,970
+132
3621
$1.36M ﹤0.01%
60,379
-18,150
3622
$1.35M ﹤0.01%
137,682
-49,745
3623
$1.35M ﹤0.01%
109,733
-4,280
3624
$1.34M ﹤0.01%
113,529
+1,415
3625
$1.34M ﹤0.01%
189,866
-237,150