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
1326
$29.7M ﹤0.01%
1,833,325
+266,637
1327
$29.6M ﹤0.01%
206,976
+53,351
1328
$29.5M ﹤0.01%
595,112
+174,676
1329
$29.5M ﹤0.01%
1,424,216
+246,950
1330
$29.5M ﹤0.01%
572,284
+4,894
1331
$29.5M ﹤0.01%
1,309,299
+654,154
1332
$29.4M ﹤0.01%
1,071,877
+282,052
1333
$29.4M ﹤0.01%
986,930
-48,189
1334
$29.3M ﹤0.01%
22,699
+831
1335
$29.2M ﹤0.01%
870,680
-681,270
1336
$29.2M ﹤0.01%
841,994
+351,059
1337
$29.2M ﹤0.01%
987,299
+734,609
1338
$29.1M ﹤0.01%
721,143
+159,585
1339
$29.1M ﹤0.01%
846,540
+117,225
1340
$29.1M ﹤0.01%
707,969
+80,065
1341
$29M ﹤0.01%
235,481
-3,369
1342
$29M ﹤0.01%
2,737,683
-362,143
1343
$28.9M ﹤0.01%
558,795
+51,338
1344
$28.8M ﹤0.01%
449,827
-37,718
1345
$28.6M ﹤0.01%
658,691
-103,190
1346
$28.6M ﹤0.01%
964,039
+19,294
1347
$28.4M ﹤0.01%
392,564
+144,995
1348
$28.4M ﹤0.01%
656,249
+31,976
1349
$28.4M ﹤0.01%
708,249
-15,576
1350
$28.3M ﹤0.01%
253,379
+156,837