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
3826
$975K ﹤0.01%
62,425
+5,368
3827
$973K ﹤0.01%
2,701
+2,486
3828
$971K ﹤0.01%
+99
3829
$969K ﹤0.01%
23,268
-1,033
3830
$967K ﹤0.01%
70,970
+692
3831
$966K ﹤0.01%
122,506
+28,671
3832
$966K ﹤0.01%
70,301
+17,536
3833
$963K ﹤0.01%
11,584
-589
3834
$962K ﹤0.01%
97,913
+69,854
3835
$961K ﹤0.01%
1,926
+235
3836
$958K ﹤0.01%
161,239
-26,728
3837
$954K ﹤0.01%
36,749
-13,041
3838
$953K ﹤0.01%
22,836
-8,065
3839
$953K ﹤0.01%
22,292
-3,080
3840
$951K ﹤0.01%
222
+165
3841
$951K ﹤0.01%
78,616
-3,150
3842
$949K ﹤0.01%
64,810
+1,995
3843
$948K ﹤0.01%
71,869
+3,484
3844
$947K ﹤0.01%
44,469
-8,973
3845
$943K ﹤0.01%
40,100
-45,489
3846
$943K ﹤0.01%
155,093
+78,431
3847
$937K ﹤0.01%
7,957
-372
3848
$936K ﹤0.01%
13,107
+3,858
3849
$935K ﹤0.01%
14,624
+726
3850
$935K ﹤0.01%
68,896
+20,861