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
3776
$1.05M ﹤0.01%
77,740
-9,935
3777
$1.05M ﹤0.01%
82,439
-570
3778
$1.05M ﹤0.01%
142,131
+1,400
3779
$1.05M ﹤0.01%
81,298
-2,818
3780
$1.04M ﹤0.01%
36,774
+3,663
3781
$1.04M ﹤0.01%
81,978
-18,148
3782
$1.04M ﹤0.01%
71,860
-9,881
3783
$1.04M ﹤0.01%
56,144
+3,739
3784
$1.04M ﹤0.01%
59,127
-831,587
3785
$1.04M ﹤0.01%
77,208
+1,521
3786
$1.03M ﹤0.01%
11,989
+90
3787
$1.03M ﹤0.01%
58,870
+18,510
3788
$1.03M ﹤0.01%
28,345
+22,476
3789
$1.03M ﹤0.01%
20,277
-10,078
3790
$1.03M ﹤0.01%
30,335
-60,974
3791
$1.03M ﹤0.01%
142,745
-12,590
3792
$1.02M ﹤0.01%
31,094
-4,283
3793
$1.02M ﹤0.01%
116,471
+84,213
3794
$1.02M ﹤0.01%
14,412
-10,594
3795
$1.02M ﹤0.01%
94,894
-53,332
3796
$1.01M ﹤0.01%
82,483
-107,008
3797
$1.01M ﹤0.01%
185,746
+35,316
3798
$1.01M ﹤0.01%
225,437
-98,372
3799
$1.01M ﹤0.01%
43,858
-29,864
3800
$1.01M ﹤0.01%
55,402
-4,617