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
1951
$12.6M ﹤0.01%
280,429
-31,311
1952
$12.6M ﹤0.01%
237,910
+93,103
1953
$12.6M ﹤0.01%
80,284
+28,695
1954
$12.6M ﹤0.01%
98,747
+10,274
1955
$12.6M ﹤0.01%
452,765
+739
1956
$12.6M ﹤0.01%
597,043
+202,449
1957
$12.5M ﹤0.01%
368,878
+17,169
1958
$12.4M ﹤0.01%
897,318
-23,350
1959
$12.4M ﹤0.01%
667,341
-159,534
1960
$12.4M ﹤0.01%
248,413
+21,654
1961
$12.4M ﹤0.01%
233,994
+72,044
1962
$12.4M ﹤0.01%
30,364
+4,687
1963
$12.3M ﹤0.01%
133,129
+62,993
1964
$12.3M ﹤0.01%
4,389,966
+150,129
1965
$12.3M ﹤0.01%
3,580,817
+1,122,414
1966
$12.3M ﹤0.01%
161,744
+53,944
1967
$12.3M ﹤0.01%
987,377
+364,908
1968
$12.3M ﹤0.01%
414,564
-1,212,554
1969
$12.3M ﹤0.01%
702,835
+38,789
1970
$12.3M ﹤0.01%
975,454
+451,153
1971
$12.3M ﹤0.01%
478,899
+3,501
1972
$12.2M ﹤0.01%
1,846,510
+2,665
1973
$12.2M ﹤0.01%
161,901
+15,035
1974
$12.2M ﹤0.01%
384,828
+34,743
1975
$12.2M ﹤0.01%
225,342
+37,241