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
2401
$7.13M ﹤0.01%
475,986
-25,669
2402
$7.13M ﹤0.01%
97,196
+82,698
2403
$7.12M ﹤0.01%
791,659
-169,955
2404
$7.12M ﹤0.01%
226,744
+135,135
2405
$7.11M ﹤0.01%
244,598
+77,040
2406
$7.11M ﹤0.01%
1,356,558
+816,589
2407
$7.09M ﹤0.01%
548,365
-47,195
2408
$7.09M ﹤0.01%
564,283
+132,332
2409
$7.09M ﹤0.01%
334,330
+82,797
2410
$7.08M ﹤0.01%
571,925
-8,074
2411
$7.08M ﹤0.01%
103,225
+19,373
2412
$7.06M ﹤0.01%
109,417
+59,182
2413
$7.05M ﹤0.01%
309,292
-85,268
2414
$7.05M ﹤0.01%
313,062
+55,765
2415
$7.04M ﹤0.01%
241,958
+7,878
2416
$7.03M ﹤0.01%
3,861,565
-8,078,443
2417
$7.01M ﹤0.01%
1,166,135
+349,987
2418
$7.01M ﹤0.01%
54,943
-16,623
2419
$7.01M ﹤0.01%
60,665
-46,084
2420
$6.99M ﹤0.01%
274,616
-2,618
2421
$6.97M ﹤0.01%
254,630
+167,605
2422
$6.96M ﹤0.01%
88,250
+24,676
2423
$6.96M ﹤0.01%
254,128
+180,631
2424
$6.95M ﹤0.01%
280,697
+56,221
2425
$6.94M ﹤0.01%
202,850
+15,765