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
3801
$1.01M ﹤0.01%
6,516
+2,943
3802
$1.01M ﹤0.01%
28,577
+25,313
3803
$1.01M ﹤0.01%
84,323
-66,491
3804
$1M ﹤0.01%
41,042
-482
3805
$1M ﹤0.01%
25,780
-8,093
3806
$999K ﹤0.01%
40,218
+2,664
3807
$999K ﹤0.01%
50,772
+1,539
3808
$999K ﹤0.01%
40,128
-53,739
3809
$999K ﹤0.01%
52,824
-39,822
3810
$998K ﹤0.01%
104,062
-42,920
3811
$996K ﹤0.01%
27,936
+4,172
3812
$994K ﹤0.01%
50,304
+9,174
3813
$992K ﹤0.01%
27,378
3814
$991K ﹤0.01%
26,159
-21,598
3815
$991K ﹤0.01%
32,581
+4,600
3816
$990K ﹤0.01%
72,327
-290,826
3817
$989K ﹤0.01%
51,925
-45,720
3818
$986K ﹤0.01%
20,193
+10,802
3819
$983K ﹤0.01%
97,816
-40,914
3820
$982K ﹤0.01%
20,824
+1,948
3821
$979K ﹤0.01%
22,731
-1,772
3822
$978K ﹤0.01%
55,581
+3,173
3823
$978K ﹤0.01%
9,362
-9,575
3824
$977K ﹤0.01%
105,474
-72,008
3825
$977K ﹤0.01%
23,402
+4,046