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
2326
$7.92M ﹤0.01%
99,173
+38,431
2327
$7.92M ﹤0.01%
386,304
+139,706
2328
$7.91M ﹤0.01%
139,826
+32,811
2329
$7.91M ﹤0.01%
249,915
+36,262
2330
$7.9M ﹤0.01%
155,882
-736
2331
$7.89M ﹤0.01%
479,464
+8,149
2332
$7.88M ﹤0.01%
43,106
+4,280
2333
$7.87M ﹤0.01%
221,513
+14,426
2334
$7.82M ﹤0.01%
815,643
-38,766
2335
$7.81M ﹤0.01%
210,839
-56,388
2336
$7.8M ﹤0.01%
293,099
-6,854
2337
$7.79M ﹤0.01%
88,959
+1,251
2338
$7.76M ﹤0.01%
89,477
-43,055
2339
$7.75M ﹤0.01%
224,739
-109,171
2340
$7.74M ﹤0.01%
156,358
+93,524
2341
$7.74M ﹤0.01%
149,618
+79,693
2342
$7.7M ﹤0.01%
269,982
+165,691
2343
$7.69M ﹤0.01%
134,065
-91
2344
$7.69M ﹤0.01%
765,959
+17,043
2345
$7.68M ﹤0.01%
300,000
2346
$7.67M ﹤0.01%
59,205
-2,990
2347
$7.66M ﹤0.01%
139,822
+10,830
2348
$7.65M ﹤0.01%
44,499
-747
2349
$7.64M ﹤0.01%
124,996
+15,423
2350
$7.62M ﹤0.01%
92,107
+54,936