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
2451
$6.71M ﹤0.01%
130,532
+10,025
2452
$6.71M ﹤0.01%
626,665
-8,768
2453
$6.69M ﹤0.01%
178,406
+44,694
2454
$6.68M ﹤0.01%
221,775
-56,710
2455
$6.68M ﹤0.01%
428,160
+73,320
2456
$6.68M ﹤0.01%
184,517
+15,900
2457
$6.66M ﹤0.01%
113,133
+18,394
2458
$6.66M ﹤0.01%
424,270
-113,592
2459
$6.65M ﹤0.01%
13,204
+1,764
2460
$6.63M ﹤0.01%
193,857
+798
2461
$6.61M ﹤0.01%
189,710
+5,067
2462
$6.61M ﹤0.01%
208,668
+20,282
2463
$6.59M ﹤0.01%
444,088
-5,855
2464
$6.59M ﹤0.01%
276,577
-27,909
2465
$6.57M ﹤0.01%
183,964
+76,526
2466
$6.56M ﹤0.01%
234,436
+18,794
2467
$6.55M ﹤0.01%
530,259
-86,267
2468
$6.55M ﹤0.01%
146,115
+124,759
2469
$6.53M ﹤0.01%
125,553
+91,459
2470
$6.53M ﹤0.01%
362,487
+16,048
2471
$6.52M ﹤0.01%
876,779
+679,298
2472
$6.52M ﹤0.01%
782,047
+187,500
2473
$6.49M ﹤0.01%
123,928
+31,689
2474
$6.49M ﹤0.01%
457,361
+251,246
2475
$6.49M ﹤0.01%
91,470
+13,293