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
4001
$745K ﹤0.01%
38,909
+10,267
4002
$744K ﹤0.01%
44,195
-33,211
4003
$743K ﹤0.01%
19,984
+4,281
4004
$741K ﹤0.01%
15,156
+14,853
4005
$739K ﹤0.01%
59,331
+35,309
4006
$739K ﹤0.01%
53,622
-26,810
4007
$738K ﹤0.01%
22,638
+14,971
4008
$737K ﹤0.01%
27,992
+27,729
4009
$736K ﹤0.01%
26,540
+9,629
4010
$736K ﹤0.01%
39,832
-2,582
4011
$734K ﹤0.01%
28,194
+2,813
4012
$732K ﹤0.01%
21,590
+5,355
4013
$732K ﹤0.01%
19,488
+4,549
4014
$732K ﹤0.01%
17,308
-10,327
4015
$730K ﹤0.01%
18,853
-12,787
4016
$728K ﹤0.01%
96,810
-20,578
4017
$725K ﹤0.01%
120,971
+75,626
4018
$725K ﹤0.01%
36,073
-83,547
4019
$724K ﹤0.01%
59,194
+2,656
4020
$724K ﹤0.01%
38,308
-3,117
4021
$722K ﹤0.01%
68,744
+13,804
4022
$722K ﹤0.01%
19,485
-3,844
4023
$721K ﹤0.01%
222,815
+60,073
4024
$721K ﹤0.01%
50,582
-29,558
4025
$720K ﹤0.01%
80,120
+234