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
2076
$10.8M ﹤0.01%
355,348
-22,144
2077
$10.8M ﹤0.01%
128,758
+71,686
2078
$10.8M ﹤0.01%
332,054
+80,160
2079
$10.8M ﹤0.01%
106,949
-48,444
2080
$10.8M ﹤0.01%
779,414
+27,390
2081
$10.8M ﹤0.01%
197,715
+70,270
2082
$10.7M ﹤0.01%
265,887
-87,790
2083
$10.7M ﹤0.01%
332,955
+35,898
2084
$10.7M ﹤0.01%
296,407
-48,540
2085
$10.7M ﹤0.01%
9,829
-286
2086
$10.7M ﹤0.01%
990,087
+713,458
2087
$10.7M ﹤0.01%
487,732
+254,927
2088
$10.7M ﹤0.01%
344,718
-8,034
2089
$10.6M ﹤0.01%
453,712
-60,522
2090
$10.6M ﹤0.01%
417,806
-147,943
2091
$10.6M ﹤0.01%
+333,249
2092
$10.6M ﹤0.01%
267,560
+67,665
2093
$10.6M ﹤0.01%
215,913
-76,561
2094
$10.6M ﹤0.01%
223,232
-189,198
2095
$10.6M ﹤0.01%
592,489
+46,494
2096
$10.6M ﹤0.01%
270,198
+174,846
2097
$10.6M ﹤0.01%
101,483
+65,344
2098
$10.6M ﹤0.01%
494,090
-37,227
2099
$10.6M ﹤0.01%
857,717
+212,769
2100
$10.5M ﹤0.01%
2,243,870
+775,222