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
1676
$17.7M ﹤0.01%
746,722
-60,164
1677
$17.6M ﹤0.01%
1,764,838
+81,689
1678
$17.6M ﹤0.01%
1,626,234
+138,765
1679
$17.6M ﹤0.01%
964,272
+557,529
1680
$17.6M ﹤0.01%
478,138
+148,793
1681
$17.6M ﹤0.01%
1,109,742
+83,086
1682
$17.6M ﹤0.01%
510,269
+200,392
1683
$17.6M ﹤0.01%
467,894
+47,184
1684
$17.6M ﹤0.01%
860,437
+53,984
1685
$17.6M ﹤0.01%
484,888
+146,364
1686
$17.6M ﹤0.01%
553,736
+151,297
1687
$17.6M ﹤0.01%
343,951
+25,111
1688
$17.6M ﹤0.01%
806,830
+34,879
1689
$17.6M ﹤0.01%
119,440
+94,286
1690
$17.5M ﹤0.01%
638,603
+81,772
1691
$17.5M ﹤0.01%
806,535
+290,199
1692
$17.5M ﹤0.01%
568,290
+54,006
1693
$17.5M ﹤0.01%
454,281
-45,544
1694
$17.5M ﹤0.01%
232,828
-14,159
1695
$17.5M ﹤0.01%
518,219
-30,727
1696
$17.4M ﹤0.01%
246,887
-41,486
1697
$17.4M ﹤0.01%
473,794
+71,884
1698
$17.4M ﹤0.01%
566,054
+218,843
1699
$17.4M ﹤0.01%
224,418
+146,943
1700
$17.4M ﹤0.01%
250,595
+136,031