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
1926
$12.9M ﹤0.01%
1,047,867
+236,023
1927
$12.9M ﹤0.01%
2,548,559
+1,268,574
1928
$12.9M ﹤0.01%
383,438
+72,831
1929
$12.9M ﹤0.01%
469,804
+44,980
1930
$12.9M ﹤0.01%
393,210
-49,162
1931
$12.8M ﹤0.01%
489,543
+3,902
1932
$12.8M ﹤0.01%
315,769
+52,465
1933
$12.8M ﹤0.01%
322,521
+204,083
1934
$12.8M ﹤0.01%
414,665
+236,963
1935
$12.8M ﹤0.01%
549,768
+140,397
1936
$12.8M ﹤0.01%
104,696
-6,057
1937
$12.8M ﹤0.01%
607,229
+522,874
1938
$12.8M ﹤0.01%
847,232
+9,646
1939
$12.7M ﹤0.01%
6,501
+2,230
1940
$12.7M ﹤0.01%
229,521
+27,713
1941
$12.7M ﹤0.01%
629,910
+433,680
1942
$12.7M ﹤0.01%
467,812
+165,578
1943
$12.7M ﹤0.01%
305,909
+73,384
1944
$12.7M ﹤0.01%
767,083
-54,563
1945
$12.7M ﹤0.01%
1,315,593
-399,354
1946
$12.7M ﹤0.01%
803,017
+677,075
1947
$12.6M ﹤0.01%
515,570
-18,767
1948
$12.6M ﹤0.01%
415,348
+156,507
1949
$12.6M ﹤0.01%
415,117
-48,902
1950
$12.6M ﹤0.01%
183,285
+13,613