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
1576
$20.2M ﹤0.01%
848,442
+267,550
1577
$20.2M ﹤0.01%
809,601
+342,998
1578
$20.1M ﹤0.01%
369,027
+40,617
1579
$20.1M ﹤0.01%
547,995
+51,135
1580
$20.1M ﹤0.01%
1,706,600
+390,605
1581
$20M ﹤0.01%
360,783
-288,425
1582
$20M ﹤0.01%
661,524
+30,278
1583
$20M ﹤0.01%
461,239
+67,645
1584
$20M ﹤0.01%
913,239
+216,087
1585
$19.9M ﹤0.01%
659,151
+579,657
1586
$19.9M ﹤0.01%
589,848
+67,755
1587
$19.9M ﹤0.01%
366,685
+23,207
1588
$19.8M ﹤0.01%
817,711
+812,719
1589
$19.8M ﹤0.01%
975,330
-33,202
1590
$19.8M ﹤0.01%
352,278
+6,809
1591
$19.8M ﹤0.01%
2,081,839
+804,804
1592
$19.8M ﹤0.01%
928,456
-34,961
1593
$19.8M ﹤0.01%
392,975
-61,212
1594
$19.8M ﹤0.01%
1,024,002
+355,310
1595
$19.7M ﹤0.01%
495,597
-24,123
1596
$19.7M ﹤0.01%
686,502
-1,284,682
1597
$19.7M ﹤0.01%
253,513
+72,207
1598
$19.7M ﹤0.01%
1,491,446
+482,734
1599
$19.7M ﹤0.01%
9,246
+4,264
1600
$19.6M ﹤0.01%
284,043
-15,177