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
3851
$934K ﹤0.01%
14,680
-7,248
3852
$933K ﹤0.01%
35,980
-271
3853
$931K ﹤0.01%
195,890
+32,047
3854
$929K ﹤0.01%
9,598
-7,232
3855
$926K ﹤0.01%
77,054
-8,025
3856
$926K ﹤0.01%
62,506
-5,521
3857
$926K ﹤0.01%
99,376
-282,976
3858
$926K ﹤0.01%
73,188
-4,545
3859
$922K ﹤0.01%
299,397
-10,916,226
3860
$921K ﹤0.01%
8,523
+8,192
3861
$918K ﹤0.01%
13,009
-21,496
3862
$917K ﹤0.01%
53,308
-7,284
3863
$915K ﹤0.01%
27,003
+12,167
3864
$908K ﹤0.01%
68,565
-13,992
3865
$908K ﹤0.01%
26,911
+6,154
3866
$908K ﹤0.01%
58,575
-21,311
3867
$907K ﹤0.01%
44,759
+24,998
3868
$907K ﹤0.01%
57,509
-232
3869
$907K ﹤0.01%
64,133
-2,875
3870
$907K ﹤0.01%
15,227
+9,052
3871
$907K ﹤0.01%
18,683
-3,454
3872
$904K ﹤0.01%
90,195
-2,079
3873
$903K ﹤0.01%
+39,795
3874
$902K ﹤0.01%
42,980
-384,851
3875
$901K ﹤0.01%
18,083
-2,457