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
3651
$1.28M ﹤0.01%
61,807
-11,604
3652
$1.28M ﹤0.01%
51,360
-41,609
3653
$1.28M ﹤0.01%
43,592
+14,859
3654
$1.28M ﹤0.01%
103,009
+50,669
3655
$1.28M ﹤0.01%
268,991
-10,285
3656
$1.27M ﹤0.01%
58,347
-21,161
3657
$1.27M ﹤0.01%
24,948
-40,476
3658
$1.27M ﹤0.01%
93,936
-23,715
3659
$1.26M ﹤0.01%
30,638
+3,993
3660
$1.26M ﹤0.01%
35,793
+8,853
3661
$1.26M ﹤0.01%
49,800
-113,814
3662
$1.26M ﹤0.01%
75,782
+22,813
3663
$1.26M ﹤0.01%
222,673
-10,663
3664
$1.26M ﹤0.01%
54,020
-12,921
3665
$1.26M ﹤0.01%
163,314
+56,153
3666
$1.26M ﹤0.01%
35,165
+29,446
3667
$1.26M ﹤0.01%
64,379
-6,494
3668
$1.25M ﹤0.01%
71,601
+21,350
3669
$1.25M ﹤0.01%
+45,389
3670
$1.25M ﹤0.01%
65,069
-3,780,742
3671
$1.25M ﹤0.01%
25,328
+5,315
3672
$1.25M ﹤0.01%
25,059
-16,534
3673
$1.25M ﹤0.01%
62,239
-2,757
3674
$1.25M ﹤0.01%
115,447
-208,666
3675
$1.24M ﹤0.01%
219,476
-45,996