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
1551
$20.9M ﹤0.01%
2,667,046
-301,832
1552
$20.9M ﹤0.01%
1,751,340
-45,650
1553
$20.9M ﹤0.01%
541,029
+293,289
1554
$20.8M ﹤0.01%
599,718
+347,458
1555
$20.8M ﹤0.01%
641,187
+66,620
1556
$20.7M ﹤0.01%
850,637
+80,954
1557
$20.7M ﹤0.01%
707,453
+22,281
1558
$20.7M ﹤0.01%
1,048,940
+120,710
1559
$20.7M ﹤0.01%
408,314
-8,462
1560
$20.7M ﹤0.01%
5,032,748
+3,817,836
1561
$20.6M ﹤0.01%
2,862,940
+12,936
1562
$20.6M ﹤0.01%
860,058
-1,584,440
1563
$20.6M ﹤0.01%
1,462,718
+338,216
1564
$20.6M ﹤0.01%
1,362,249
+973,915
1565
$20.5M ﹤0.01%
889,437
-43,033
1566
$20.5M ﹤0.01%
1,089,202
+171,814
1567
$20.4M ﹤0.01%
647,097
+27,447
1568
$20.4M ﹤0.01%
875,739
+47,393
1569
$20.4M ﹤0.01%
732,670
-322,530
1570
$20.4M ﹤0.01%
247,833
-49,262
1571
$20.4M ﹤0.01%
192,940
-59,614
1572
$20.3M ﹤0.01%
386,640
-61,241
1573
$20.3M ﹤0.01%
317,493
+14,551
1574
$20.3M ﹤0.01%
838,556
-40,674
1575
$20.2M ﹤0.01%
17,065
-1,097