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
1601
$19.6M ﹤0.01%
877,675
+176,061
1602
$19.6M ﹤0.01%
491,257
+267,343
1603
$19.5M ﹤0.01%
214,837
+49,175
1604
$19.5M ﹤0.01%
1,100,720
+127,376
1605
$19.5M ﹤0.01%
605,123
+109,047
1606
$19.5M ﹤0.01%
446,776
+90,102
1607
$19.4M ﹤0.01%
4,511,254
+1,413,943
1608
$19.4M ﹤0.01%
412,722
+27,871
1609
$19.4M ﹤0.01%
320,708
+255,798
1610
$19.3M ﹤0.01%
170,240
+78,599
1611
$19.3M ﹤0.01%
245,947
+82,064
1612
$19.3M ﹤0.01%
419,315
+14,903
1613
$19.3M ﹤0.01%
800,334
+322,863
1614
$19.2M ﹤0.01%
419,780
+70,492
1615
$19.2M ﹤0.01%
746,152
-210,245
1616
$19.2M ﹤0.01%
237,558
+31,621
1617
$19.2M ﹤0.01%
55,700
+24,977
1618
$19.2M ﹤0.01%
353,097
-213,351
1619
$19.2M ﹤0.01%
2,894,998
+119,915
1620
$19.1M ﹤0.01%
502,671
+83,331
1621
$19.1M ﹤0.01%
4,545,046
-450,051
1622
$19.1M ﹤0.01%
230,739
+6,608
1623
$19.1M ﹤0.01%
562,298
+12,090
1624
$19M ﹤0.01%
393,093
+92,837
1625
$19M ﹤0.01%
293,135
-4,405