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
1651
$18.4M ﹤0.01%
175,047
+4,811
1652
$18.4M ﹤0.01%
608,354
+62,264
1653
$18.3M ﹤0.01%
571,397
-59,952
1654
$18.2M ﹤0.01%
634,874
+197,406
1655
$18.2M ﹤0.01%
293,879
+128,614
1656
$18.2M ﹤0.01%
259,404
+108,940
1657
$18.1M ﹤0.01%
240,765
+2,629
1658
$18.1M ﹤0.01%
842,009
-200,471
1659
$18.1M ﹤0.01%
764,428
-1,178
1660
$18.1M ﹤0.01%
174,361
-107,905
1661
$18.1M ﹤0.01%
385,680
-107,240
1662
$18.1M ﹤0.01%
4,198,524
-9,992,827
1663
$18M ﹤0.01%
305,936
+66,761
1664
$18M ﹤0.01%
1,097,355
+697,855
1665
$17.9M ﹤0.01%
334,067
-18,781
1666
$17.9M ﹤0.01%
1,569,939
+931,058
1667
$17.9M ﹤0.01%
157,279
-230,397
1668
$17.9M ﹤0.01%
402,733
+209,905
1669
$17.9M ﹤0.01%
412,307
+84,479
1670
$17.8M ﹤0.01%
381,968
+242,222
1671
$17.8M ﹤0.01%
607,139
-115,823
1672
$17.8M ﹤0.01%
1,211,629
-1,475,483
1673
$17.7M ﹤0.01%
143,463
+19,408
1674
$17.7M ﹤0.01%
84,794
+17,982
1675
$17.7M ﹤0.01%
2,270,626
+1,070,931