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
1401
$25.8M ﹤0.01%
636,337
+71,663
1402
$25.8M ﹤0.01%
1,121,152
-744,020
1403
$25.7M ﹤0.01%
749,027
+117,053
1404
$25.7M ﹤0.01%
716,543
+8,545
1405
$25.6M ﹤0.01%
623,047
+201,976
1406
$25.6M ﹤0.01%
392,488
-12,019
1407
$25.5M ﹤0.01%
777,579
-555,536
1408
$25.5M ﹤0.01%
648,211
+43,307
1409
$25.5M ﹤0.01%
1,550,684
+353,614
1410
$25.4M ﹤0.01%
1,890,341
+584,720
1411
$25.4M ﹤0.01%
218,612
-59,444
1412
$25.3M ﹤0.01%
1,978,575
+1,798,636
1413
$25.3M ﹤0.01%
292,099
-4,684
1414
$25.2M ﹤0.01%
993,274
+236,302
1415
$25.1M ﹤0.01%
1,357,406
+115,096
1416
$25.1M ﹤0.01%
1,023,312
-179,916
1417
$25M ﹤0.01%
618,155
+59,931
1418
$25M ﹤0.01%
2,115,775
-549,370
1419
$25M ﹤0.01%
402,051
+20,358
1420
$24.9M ﹤0.01%
647,990
+124,802
1421
$24.9M ﹤0.01%
480,818
+20,428
1422
$24.8M ﹤0.01%
187,268
+13,278
1423
$24.8M ﹤0.01%
1,197,990
+302,340
1424
$24.7M ﹤0.01%
367,569
+26,695
1425
$24.7M ﹤0.01%
701,917
-836,197