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
3926
$829K ﹤0.01%
5,921
+229
3927
$829K ﹤0.01%
19,732
+1,991
3928
$829K ﹤0.01%
8,000
-27,377
3929
$829K ﹤0.01%
10,184
-26,332
3930
$828K ﹤0.01%
64,368
-21,089
3931
$827K ﹤0.01%
7,490
+2,523
3932
$825K ﹤0.01%
85,313
+34,166
3933
$822K ﹤0.01%
5,810
-304
3934
$822K ﹤0.01%
121,292
+2,380
3935
$822K ﹤0.01%
120,359
+47,472
3936
$822K ﹤0.01%
118,734
-3,581
3937
$819K ﹤0.01%
36,265
-3,204
3938
$819K ﹤0.01%
15,128
3939
$819K ﹤0.01%
15,777
+4,342
3940
$819K ﹤0.01%
30,468
-160,644
3941
$819K ﹤0.01%
32,711
-4,819
3942
$818K ﹤0.01%
42,577
-46,878
3943
$818K ﹤0.01%
32,847
+1,494
3944
$817K ﹤0.01%
67,796
-14,377
3945
$815K ﹤0.01%
26,160
-7,700
3946
$815K ﹤0.01%
65,752
-97,662
3947
$813K ﹤0.01%
64,027
-60,596
3948
$811K ﹤0.01%
18,465
-253
3949
$810K ﹤0.01%
28,098
-18,234
3950
$806K ﹤0.01%
+16,337