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
2101
$10.5M ﹤0.01%
67,070
+715
2102
$10.5M ﹤0.01%
298,663
-11,640
2103
$10.5M ﹤0.01%
659,544
+132,110
2104
$10.5M ﹤0.01%
343,682
+18,472
2105
$10.5M ﹤0.01%
248,211
+68,807
2106
$10.5M ﹤0.01%
388,445
-99,690
2107
$10.4M ﹤0.01%
175,665
+66,573
2108
$10.4M ﹤0.01%
64,397
-5,179
2109
$10.4M ﹤0.01%
386,073
+102,170
2110
$10.4M ﹤0.01%
437,404
-34,494
2111
$10.4M ﹤0.01%
275,545
+89,613
2112
$10.4M ﹤0.01%
1,131,623
+97,339
2113
$10.4M ﹤0.01%
244,687
+28,624
2114
$10.3M ﹤0.01%
806,034
-2,330
2115
$10.3M ﹤0.01%
133,591
-8,182
2116
$10.3M ﹤0.01%
476,782
-15,683
2117
$10.3M ﹤0.01%
134,074
+39,154
2118
$10.3M ﹤0.01%
299,737
+139,088
2119
$10.3M ﹤0.01%
237,515
-30,656
2120
$10.3M ﹤0.01%
1,662,716
+999,840
2121
$10.3M ﹤0.01%
606,284
+433,228
2122
$10.3M ﹤0.01%
85,773
+36,696
2123
$10.2M ﹤0.01%
400,000
2124
$10.2M ﹤0.01%
357,310
-206,707
2125
$10.2M ﹤0.01%
213,066
+58,502