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
3901
$863K ﹤0.01%
33,331
-15,834
3902
$863K ﹤0.01%
7,144
-2,908
3903
$862K ﹤0.01%
14,878
+14,860
3904
$862K ﹤0.01%
91,758
-18,070
3905
$861K ﹤0.01%
79,858
+1,430
3906
$860K ﹤0.01%
14,423
+2,212
3907
$857K ﹤0.01%
243,459
-48,555
3908
$854K ﹤0.01%
8,356
+697
3909
$853K ﹤0.01%
33,958
+197
3910
$853K ﹤0.01%
90,342
+17,013
3911
$852K ﹤0.01%
23,900
-9,687
3912
$849K ﹤0.01%
13,665
+1,901
3913
$848K ﹤0.01%
12,960
-1,823
3914
$847K ﹤0.01%
51,176
-51,834
3915
$847K ﹤0.01%
69,179
+1,680
3916
$846K ﹤0.01%
67,350
+2,047
3917
$844K ﹤0.01%
163,925
+20,095
3918
$843K ﹤0.01%
475,768
+1,045
3919
$839K ﹤0.01%
2,904
+1,210
3920
$835K ﹤0.01%
34,156
-2,477
3921
$833K ﹤0.01%
78,912
+15,712
3922
$833K ﹤0.01%
19,416
-2,271
3923
$832K ﹤0.01%
39,859
-20,092
3924
$832K ﹤0.01%
20,805
-16,779
3925
$831K ﹤0.01%
78,918
+17,620