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
2126
$10.2M ﹤0.01%
351,675
+194,961
2127
$10.1M ﹤0.01%
403,760
+269,350
2128
$10.1M ﹤0.01%
310,672
-109,840
2129
$10.1M ﹤0.01%
220,608
-96,776
2130
$10.1M ﹤0.01%
393,703
+6,959
2131
$10.1M ﹤0.01%
196,409
+4,625
2132
$10.1M ﹤0.01%
531,724
-36,070
2133
$10M ﹤0.01%
316,208
-2,448
2134
$10M ﹤0.01%
231,714
+6,612
2135
$10M ﹤0.01%
524,611
+15,209
2136
$10M ﹤0.01%
420,477
+12,159
2137
$9.97M ﹤0.01%
131,481
-2,279
2138
$9.97M ﹤0.01%
174,529
+368
2139
$9.94M ﹤0.01%
700,323
-14,789
2140
$9.89M ﹤0.01%
334,045
-65,299
2141
$9.87M ﹤0.01%
221,782
-211,329
2142
$9.82M ﹤0.01%
14,377
-5,781
2143
$9.82M ﹤0.01%
501,026
+326,735
2144
$9.82M ﹤0.01%
377,776
-65,606
2145
$9.81M ﹤0.01%
400,805
+238,259
2146
$9.8M ﹤0.01%
385,350
+45,868
2147
$9.8M ﹤0.01%
790,246
-99,456
2148
$9.77M ﹤0.01%
272,361
-102,046
2149
$9.75M ﹤0.01%
783,697
+129,060
2150
$9.75M ﹤0.01%
277,027
-663,418