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
2226
$8.93M ﹤0.01%
933,533
-23,364
2227
$8.92M ﹤0.01%
117,271
-1,560
2228
$8.92M ﹤0.01%
171,120
-11,412
2229
$8.92M ﹤0.01%
315,375
-60,954
2230
$8.9M ﹤0.01%
101,791
-2,243
2231
$8.9M ﹤0.01%
339,203
+118,384
2232
$8.88M ﹤0.01%
224,391
+52,755
2233
$8.88M ﹤0.01%
278,252
+25,329
2234
$8.87M ﹤0.01%
137,020
-12,956
2235
$8.87M ﹤0.01%
103,719
-26,872
2236
$8.87M ﹤0.01%
299,515
-22,498
2237
$8.86M ﹤0.01%
136,664
+24,136
2238
$8.86M ﹤0.01%
267,653
+11,474
2239
$8.83M ﹤0.01%
203,456
-104,060
2240
$8.81M ﹤0.01%
226,829
-80,295
2241
$8.8M ﹤0.01%
151,826
+2,298
2242
$8.79M ﹤0.01%
285,521
-126,504
2243
$8.78M ﹤0.01%
421,024
+40,311
2244
$8.78M ﹤0.01%
612,829
+223,021
2245
$8.77M ﹤0.01%
116,339
+65,653
2246
$8.76M ﹤0.01%
135,697
-50,430
2247
$8.75M ﹤0.01%
273,155
+40,994
2248
$8.74M ﹤0.01%
315,839
+75,896
2249
$8.74M ﹤0.01%
227,561
-32,461
2250
$8.73M ﹤0.01%
141,552
+17,037