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
2151
$9.7M ﹤0.01%
194,912
-28,292
2152
$9.7M ﹤0.01%
1,717,162
+566,250
2153
$9.7M ﹤0.01%
173,300
+1,440
2154
$9.7M ﹤0.01%
285,718
+10,571
2155
$9.68M ﹤0.01%
834,984
+784,423
2156
$9.67M ﹤0.01%
226,003
+34,736
2157
$9.66M ﹤0.01%
711,929
-4,280
2158
$9.65M ﹤0.01%
1,361,547
+158,037
2159
$9.65M ﹤0.01%
296,859
+101,441
2160
$9.65M ﹤0.01%
623,127
+50,282
2161
$9.64M ﹤0.01%
92,089
-4,465
2162
$9.64M ﹤0.01%
146,258
+108,149
2163
$9.64M ﹤0.01%
371,938
+34,076
2164
$9.64M ﹤0.01%
918,836
-19,451
2165
$9.63M ﹤0.01%
637,277
-110,986
2166
$9.61M ﹤0.01%
208,374
+38,165
2167
$9.59M ﹤0.01%
522,502
-56,106
2168
$9.59M ﹤0.01%
543,801
-10,455
2169
$9.58M ﹤0.01%
542,582
+128,243
2170
$9.58M ﹤0.01%
210,258
+34,997
2171
$9.55M ﹤0.01%
163,445
+1,049
2172
$9.53M ﹤0.01%
735,154
-2,752,802
2173
$9.51M ﹤0.01%
420,898
-66,101
2174
$9.5M ﹤0.01%
316,088
-144,586
2175
$9.49M ﹤0.01%
3,450,524
-2,758,091