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
2051
$11M ﹤0.01%
428,715
+186,055
2052
$11M ﹤0.01%
163,186
-1,756
2053
$11M ﹤0.01%
884,010
+6,680
2054
$11M ﹤0.01%
811,712
+65,090
2055
$11M ﹤0.01%
131,964
+22,127
2056
$11M ﹤0.01%
648,713
-7,202
2057
$11M ﹤0.01%
449,134
+231,839
2058
$11M ﹤0.01%
309,644
-71,870
2059
$10.9M ﹤0.01%
287,987
-43,400
2060
$10.9M ﹤0.01%
133,150
-43,687
2061
$10.9M ﹤0.01%
216,013
-12,275
2062
$10.9M ﹤0.01%
250,881
-20,880
2063
$10.9M ﹤0.01%
561,877
-87,670
2064
$10.9M ﹤0.01%
1,276,217
-159,250
2065
$10.9M ﹤0.01%
249,432
-712,850
2066
$10.9M ﹤0.01%
486,307
+35,589
2067
$10.9M ﹤0.01%
481,840
+59,693
2068
$10.9M ﹤0.01%
71,015
+6,083
2069
$10.9M ﹤0.01%
95,344
+14,127
2070
$10.9M ﹤0.01%
156,423
-14,274
2071
$10.9M ﹤0.01%
790,166
+23,917
2072
$10.9M ﹤0.01%
1,548,086
+242,330
2073
$10.9M ﹤0.01%
743,637
+1,380
2074
$10.9M ﹤0.01%
518,757
-2,940
2075
$10.8M ﹤0.01%
634,827
-260,969