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
2201
$9.09M ﹤0.01%
115,772
-191,459
2202
$9.09M ﹤0.01%
281,856
+157,867
2203
$9.07M ﹤0.01%
686,422
+125,043
2204
$9.07M ﹤0.01%
893,951
-57,783
2205
$9.07M ﹤0.01%
127,726
-251,686
2206
$9.06M ﹤0.01%
171,560
-14,898
2207
$9.06M ﹤0.01%
252,464
+36,456
2208
$9.05M ﹤0.01%
234,510
+76,035
2209
$9.03M ﹤0.01%
306,490
+224,044
2210
$9.02M ﹤0.01%
431,334
+28,692
2211
$9.02M ﹤0.01%
490,623
+1,100
2212
$9.02M ﹤0.01%
1,000,698
+75,447
2213
$9M ﹤0.01%
377,081
-99,369
2214
$9M ﹤0.01%
564,678
-21,991
2215
$8.99M ﹤0.01%
1,100,703
-45,754
2216
$8.98M ﹤0.01%
129,464
+68,520
2217
$8.98M ﹤0.01%
338,970
+189,426
2218
$8.97M ﹤0.01%
694,027
-399,008
2219
$8.97M ﹤0.01%
359,086
+5,847
2220
$8.97M ﹤0.01%
828,713
-5,968
2221
$8.96M ﹤0.01%
137,486
+40,941
2222
$8.96M ﹤0.01%
1,490,354
+59,202
2223
$8.95M ﹤0.01%
763,297
+256,743
2224
$8.95M ﹤0.01%
302,342
+38,954
2225
$8.95M ﹤0.01%
900,014
+647,405