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
1501
$22.3M ﹤0.01%
536,175
+116,205
1502
$22.2M ﹤0.01%
598,492
+184,495
1503
$22.2M ﹤0.01%
1,115,029
+30,085
1504
$22.1M ﹤0.01%
1,196,911
+120,470
1505
$22.1M ﹤0.01%
568,046
+104,574
1506
$22.1M ﹤0.01%
586,807
-250,050
1507
$22.1M ﹤0.01%
1,420,531
-353,499
1508
$22M ﹤0.01%
1,296,442
+905,487
1509
$22M ﹤0.01%
431,148
+164,653
1510
$22M ﹤0.01%
616,507
+176,913
1511
$22M ﹤0.01%
823,418
+33,057
1512
$22M ﹤0.01%
260,733
+40,592
1513
$22M ﹤0.01%
1,206,584
-134,903
1514
$21.9M ﹤0.01%
414,600
+250,698
1515
$21.9M ﹤0.01%
158,106
+45,424
1516
$21.8M ﹤0.01%
476,052
+110,354
1517
$21.8M ﹤0.01%
873,781
+137,166
1518
$21.8M ﹤0.01%
264,603
-6,992
1519
$21.8M ﹤0.01%
388,702
+15,841
1520
$21.8M ﹤0.01%
258,920
+9,744
1521
$21.7M ﹤0.01%
1,168,542
+46,534
1522
$21.7M ﹤0.01%
350,303
-28,896
1523
$21.6M ﹤0.01%
278,434
-60,611
1524
$21.6M ﹤0.01%
813,438
-3,168
1525
$21.6M ﹤0.01%
397,708
-18,035