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
2301
$8.22M ﹤0.01%
131,540
-764,176
2302
$8.2M ﹤0.01%
289,593
+107,450
2303
$8.19M ﹤0.01%
249,340
-124,883
2304
$8.17M ﹤0.01%
567,390
-110,407
2305
$8.16M ﹤0.01%
652,725
+185,728
2306
$8.15M ﹤0.01%
150,340
+13,168
2307
$8.14M ﹤0.01%
197,397
+12,325
2308
$8.13M ﹤0.01%
129,197
-10,523
2309
$8.09M ﹤0.01%
244,361
+34,180
2310
$8.09M ﹤0.01%
753,935
-52,381
2311
$8.05M ﹤0.01%
263,341
+69,582
2312
$8.04M ﹤0.01%
260,802
+49,122
2313
$8.04M ﹤0.01%
150,536
-16,069
2314
$8.03M ﹤0.01%
295,658
+140,880
2315
$8.03M ﹤0.01%
271,472
+22,086
2316
$8.02M ﹤0.01%
169,718
+2,975
2317
$8.01M ﹤0.01%
319,138
-7,541
2318
$8M ﹤0.01%
344,993
-824
2319
$7.99M ﹤0.01%
399,685
+59,658
2320
$7.98M ﹤0.01%
311,875
+77,611
2321
$7.97M ﹤0.01%
258,933
+17,384
2322
$7.96M ﹤0.01%
295,746
+17,560
2323
$7.94M ﹤0.01%
429,984
+189,522
2324
$7.93M ﹤0.01%
255,555
+43,957
2325
$7.92M ﹤0.01%
284,002
-8,986