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
2351
$7.61M ﹤0.01%
1,044,733
+217,268
2352
$7.58M ﹤0.01%
112,409
+34,413
2353
$7.58M ﹤0.01%
583,478
+37,647
2354
$7.56M ﹤0.01%
597,929
-1,808
2355
$7.56M ﹤0.01%
933,145
+867,850
2356
$7.53M ﹤0.01%
160,288
-189,360
2357
$7.53M ﹤0.01%
321,125
-1,109
2358
$7.52M ﹤0.01%
304,096
-512
2359
$7.51M ﹤0.01%
367,920
+59,548
2360
$7.5M ﹤0.01%
429,116
+70,869
2361
$7.5M ﹤0.01%
116,584
-90,135
2362
$7.49M ﹤0.01%
7,534
+3,703
2363
$7.49M ﹤0.01%
145,931
+28,533
2364
$7.48M ﹤0.01%
241,311
+213,149
2365
$7.47M ﹤0.01%
198,079
-46,008
2366
$7.46M ﹤0.01%
233,578
-7,458
2367
$7.42M ﹤0.01%
76,297
-35,426
2368
$7.41M ﹤0.01%
121,219
+901
2369
$7.41M ﹤0.01%
292,700
+29,220
2370
$7.41M ﹤0.01%
941,483
-39,788
2371
$7.41M ﹤0.01%
74,487
+53,196
2372
$7.4M ﹤0.01%
445,977
+192,398
2373
$7.4M ﹤0.01%
292,588
+23,856
2374
$7.4M ﹤0.01%
360,353
+88,144
2375
$7.39M ﹤0.01%
143,664
+40,289