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
1226
$34.8M 0.01%
461,765
+96,579
1227
$34.8M 0.01%
702,923
+51,520
1228
$34.7M 0.01%
2,429,522
+758,546
1229
$34.7M 0.01%
1,393,639
+3,023
1230
$34.6M 0.01%
2,254,773
-6,037,267
1231
$34.6M 0.01%
12,489
+4,515
1232
$34.4M 0.01%
559,544
+39,590
1233
$34.4M 0.01%
1,320,705
+392,040
1234
$34.4M 0.01%
104,089
-39,303
1235
$34.4M 0.01%
852,968
-124,073
1236
$34.3M 0.01%
626,637
+103,383
1237
$34.3M 0.01%
376,780
+62,271
1238
$34.2M 0.01%
841,112
+266,168
1239
$34.2M 0.01%
265,667
-21,573
1240
$34.1M 0.01%
784,254
+108,340
1241
$34.1M 0.01%
3,034,577
+1,383,057
1242
$34M 0.01%
714,897
+108,593
1243
$34M 0.01%
1,563,002
+356,661
1244
$33.9M 0.01%
369,425
-155,996
1245
$33.8M 0.01%
686,869
+126,791
1246
$33.8M 0.01%
656,923
+9,349
1247
$33.8M 0.01%
485,453
+66,539
1248
$33.8M 0.01%
124,443
-35,380
1249
$33.6M 0.01%
1,485,263
+261,558
1250
$33.5M 0.01%
924,728
-50,762