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
1726
$16.6M ﹤0.01%
307,346
+131,883
1727
$16.6M ﹤0.01%
188,920
-48,778
1728
$16.6M ﹤0.01%
334,513
+57,759
1729
$16.6M ﹤0.01%
360,919
+27,973
1730
$16.6M ﹤0.01%
260,880
-101,551
1731
$16.6M ﹤0.01%
657,209
+192,375
1732
$16.5M ﹤0.01%
456,703
-559,009
1733
$16.5M ﹤0.01%
277,472
+16,842
1734
$16.5M ﹤0.01%
736,676
+87,954
1735
$16.5M ﹤0.01%
686,199
-35,200
1736
$16.4M ﹤0.01%
431,175
-762,404
1737
$16.4M ﹤0.01%
68,663
+6,877
1738
$16.4M ﹤0.01%
1,859,701
+53,728
1739
$16.4M ﹤0.01%
691,457
-1,683
1740
$16.4M ﹤0.01%
801,391
+34,651
1741
$16.3M ﹤0.01%
435,693
+132,878
1742
$16.3M ﹤0.01%
858,227
+6,522
1743
$16.3M ﹤0.01%
368,258
+70,823
1744
$16.3M ﹤0.01%
590,261
-12,654
1745
$16.3M ﹤0.01%
848,786
-25,985
1746
$16.3M ﹤0.01%
1,642,674
+692,932
1747
$16.3M ﹤0.01%
537,550
-288,540
1748
$16.2M ﹤0.01%
138,345
+45,000
1749
$16.2M ﹤0.01%
307,312
+16,628
1750
$16.2M ﹤0.01%
153,939
+36,825