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
1801
$15.3M ﹤0.01%
774,050
-83,180
1802
$15.3M ﹤0.01%
201,497
+29,796
1803
$15.3M ﹤0.01%
396,109
+30,832
1804
$15.3M ﹤0.01%
619,391
-982,629
1805
$15.3M ﹤0.01%
490,916
-36,952
1806
$15.3M ﹤0.01%
568,973
-39,033
1807
$15.3M ﹤0.01%
282,345
+62,632
1808
$15.2M ﹤0.01%
508,022
+18,707
1809
$15.2M ﹤0.01%
227,781
+63,542
1810
$15.2M ﹤0.01%
166,361
+3,061
1811
$15.1M ﹤0.01%
193,580
-94,449
1812
$15.1M ﹤0.01%
508,901
-138,543
1813
$15.1M ﹤0.01%
424,295
-23,559
1814
$15.1M ﹤0.01%
428,329
-30,989
1815
$15.1M ﹤0.01%
858,604
-101,540
1816
$15.1M ﹤0.01%
753,386
+386,963
1817
$15M ﹤0.01%
306,352
-9,724
1818
$15M ﹤0.01%
614,484
+92,178
1819
$15M ﹤0.01%
776,054
-390,816
1820
$15M ﹤0.01%
559,482
-52,602
1821
$15M ﹤0.01%
168,431
+40,434
1822
$14.9M ﹤0.01%
94,096
+3,165
1823
$14.9M ﹤0.01%
1,118,621
-18,184
1824
$14.9M ﹤0.01%
554,511
+488,818
1825
$14.9M ﹤0.01%
1,501,792
-1,784,584