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
3876
$900K ﹤0.01%
17,908
3877
$897K ﹤0.01%
53,493
+21,229
3878
$894K ﹤0.01%
43,409
-10,140
3879
$892K ﹤0.01%
60,031
+11,273
3880
$891K ﹤0.01%
47,069
+43,095
3881
$891K ﹤0.01%
22,824
-105,964
3882
$891K ﹤0.01%
521,260
3883
$886K ﹤0.01%
225,698
+49,901
3884
$882K ﹤0.01%
43,936
-1,524
3885
$880K ﹤0.01%
129,848
+39,622
3886
$878K ﹤0.01%
51,514
+14,722
3887
$877K ﹤0.01%
117,860
+44,034
3888
$876K ﹤0.01%
21,471
+7,195
3889
$876K ﹤0.01%
64,825
+33,387
3890
$874K ﹤0.01%
125,253
+5,253
3891
$874K ﹤0.01%
13,936
-88,498
3892
$873K ﹤0.01%
80,854
-38,411
3893
$872K ﹤0.01%
48,600
+14,397
3894
$871K ﹤0.01%
16,112
+1,782
3895
$871K ﹤0.01%
9,235
-22,427
3896
$870K ﹤0.01%
46,736
-2,636
3897
$870K ﹤0.01%
160,153
+24,534
3898
$868K ﹤0.01%
42,218
-73,456
3899
$867K ﹤0.01%
112,081
+17,457
3900
$866K ﹤0.01%
4,117
+1,269