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
3751
$1.09M ﹤0.01%
14,319
-8,403
3752
$1.09M ﹤0.01%
145,718
+3,970
3753
$1.09M ﹤0.01%
41,240
+17,405
3754
$1.08M ﹤0.01%
45,317
+14,756
3755
$1.08M ﹤0.01%
39,237
-30,884
3756
$1.08M ﹤0.01%
4,039
+572
3757
$1.08M ﹤0.01%
28,470
-7,117
3758
$1.08M ﹤0.01%
60,599
-155,413
3759
$1.08M ﹤0.01%
30,009
-7,490
3760
$1.08M ﹤0.01%
30,828
-347
3761
$1.07M ﹤0.01%
57,073
-2,030
3762
$1.07M ﹤0.01%
64,519
-60,907
3763
$1.07M ﹤0.01%
19,168
-14,787
3764
$1.07M ﹤0.01%
27,628
+16,362
3765
$1.07M ﹤0.01%
36,570
-9,171
3766
$1.07M ﹤0.01%
22,383
-19,992
3767
$1.07M ﹤0.01%
111,055
-32,139
3768
$1.07M ﹤0.01%
26,375
-1,017
3769
$1.06M ﹤0.01%
286,753
-175,555
3770
$1.06M ﹤0.01%
18,207
+10,546
3771
$1.06M ﹤0.01%
45,692
-19,981
3772
$1.06M ﹤0.01%
26,005
-15,036
3773
$1.06M ﹤0.01%
50,477
+20,477
3774
$1.06M ﹤0.01%
40,866
-40,078
3775
$1.06M ﹤0.01%
82,509
+10,587