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
1826
$14.9M ﹤0.01%
478,555
-518,488
1827
$14.9M ﹤0.01%
251,052
-10,715
1828
$14.9M ﹤0.01%
226,339
-281,177
1829
$14.8M ﹤0.01%
142,352
+27,650
1830
$14.8M ﹤0.01%
221,385
-32,949
1831
$14.8M ﹤0.01%
844,475
+102,697
1832
$14.8M ﹤0.01%
282,009
+8,189
1833
$14.8M ﹤0.01%
1,105,955
+68,437
1834
$14.8M ﹤0.01%
249,051
+8,223
1835
$14.7M ﹤0.01%
632,498
-7,288
1836
$14.7M ﹤0.01%
842,438
+58,889
1837
$14.7M ﹤0.01%
502,008
+84,949
1838
$14.7M ﹤0.01%
324,735
-44,600
1839
$14.7M ﹤0.01%
252,749
-405,871
1840
$14.7M ﹤0.01%
2,169,682
-2,298,523
1841
$14.7M ﹤0.01%
1,651,010
+586,358
1842
$14.6M ﹤0.01%
225,728
+95,605
1843
$14.6M ﹤0.01%
2,418,823
+871,685
1844
$14.6M ﹤0.01%
170,598
+68,199
1845
$14.6M ﹤0.01%
196,440
-101,134
1846
$14.6M ﹤0.01%
189,482
+41,493
1847
$14.6M ﹤0.01%
297,520
-92,691
1848
$14.6M ﹤0.01%
683,971
-110,078
1849
$14.5M ﹤0.01%
149,188
+76,747
1850
$14.5M ﹤0.01%
780,536
+406,357