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
4026
$717K ﹤0.01%
19,424
+17,553
4027
$717K ﹤0.01%
362,112
-30,814
4028
$716K ﹤0.01%
14,513
-12,025
4029
$715K ﹤0.01%
10,624
-5,801
4030
$713K ﹤0.01%
39,846
+9,602
4031
$712K ﹤0.01%
43,045
-3,045
4032
$711K ﹤0.01%
89,272
-6,547
4033
$709K ﹤0.01%
31,128
-12,867
4034
$705K ﹤0.01%
135,559
-12,172
4035
$703K ﹤0.01%
353,107
-139,094
4036
$702K ﹤0.01%
192,866
+82,689
4037
$701K ﹤0.01%
26,430
+10,167
4038
$701K ﹤0.01%
2,876
+142
4039
$700K ﹤0.01%
36,270
-4,370
4040
$699K ﹤0.01%
+1,594
4041
$698K ﹤0.01%
26,825
-5,756
4042
$696K ﹤0.01%
69,177
-15,194
4043
$694K ﹤0.01%
18,129
+665
4044
$694K ﹤0.01%
26,345
+460
4045
$690K ﹤0.01%
60,700
-98,725
4046
$689K ﹤0.01%
+26,929
4047
$688K ﹤0.01%
28,874
-20,457
4048
$686K ﹤0.01%
17,614
-5,315
4049
$686K ﹤0.01%
15,320
+10,776
4050
$685K ﹤0.01%
30,327
-3,522