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
1751
$16.1M ﹤0.01%
254,994
-17,170
1752
$16.1M ﹤0.01%
652,072
+103,943
1753
$16.1M ﹤0.01%
294,740
+95,553
1754
$16.1M ﹤0.01%
431,369
+212,953
1755
$16M ﹤0.01%
629,588
+155,469
1756
$16M ﹤0.01%
338,380
-35,491
1757
$16M ﹤0.01%
243,882
+71,943
1758
$16M ﹤0.01%
399,280
+13,012
1759
$16M ﹤0.01%
421,954
-369,347
1760
$16M ﹤0.01%
1,142,576
+100,050
1761
$15.9M ﹤0.01%
1,282,068
+320,220
1762
$15.9M ﹤0.01%
1,422,735
-75,771
1763
$15.9M ﹤0.01%
411,757
-78,760
1764
$15.9M ﹤0.01%
332,187
-96,425
1765
$15.9M ﹤0.01%
436,484
+207,219
1766
$15.9M ﹤0.01%
1,662,326
+321,075
1767
$15.9M ﹤0.01%
632,317
-405,764
1768
$15.9M ﹤0.01%
108,264
+32,763
1769
$15.8M ﹤0.01%
1,726,136
-592,784
1770
$15.8M ﹤0.01%
592,734
+148,972
1771
$15.8M ﹤0.01%
247,270
+33,834
1772
$15.8M ﹤0.01%
645,786
-169,204
1773
$15.8M ﹤0.01%
677,987
-65,291
1774
$15.7M ﹤0.01%
328,384
+180,213
1775
$15.7M ﹤0.01%
659,236
+95,063