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
1701
$17.3M ﹤0.01%
616,104
+8,444
1702
$17.3M ﹤0.01%
246,652
+3,118
1703
$17.3M ﹤0.01%
1,240,995
+50,819
1704
$17.2M ﹤0.01%
576,751
+57,341
1705
$17.2M ﹤0.01%
278,661
-8,842
1706
$17.2M ﹤0.01%
586,246
+259,538
1707
$17.1M ﹤0.01%
494,202
+168,771
1708
$17.1M ﹤0.01%
219,677
-21,323
1709
$17.1M ﹤0.01%
459,151
+120,197
1710
$17.1M ﹤0.01%
428,544
-306,295
1711
$17.1M ﹤0.01%
839,489
+48,648
1712
$17M ﹤0.01%
216,963
+4,935
1713
$17M ﹤0.01%
5,549,995
+915,199
1714
$17M ﹤0.01%
630,926
-23,407
1715
$16.9M ﹤0.01%
1,123,937
-212,642
1716
$16.9M ﹤0.01%
490,249
+136,910
1717
$16.9M ﹤0.01%
290,952
-12,058
1718
$16.9M ﹤0.01%
584,356
+202,299
1719
$16.8M ﹤0.01%
1,331,317
-165,268
1720
$16.8M ﹤0.01%
926,746
+873,640
1721
$16.7M ﹤0.01%
176,262
+239
1722
$16.7M ﹤0.01%
464,050
+130,318
1723
$16.7M ﹤0.01%
930,651
+5,058
1724
$16.7M ﹤0.01%
275,256
+71,484
1725
$16.7M ﹤0.01%
579,195
+345,272