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
3951
$805K ﹤0.01%
212,762
+7,401
3952
$803K ﹤0.01%
23,897
+19,669
3953
$802K ﹤0.01%
41,003
-4,384
3954
$802K ﹤0.01%
24,976
-2,437
3955
$801K ﹤0.01%
33,542
-8,378
3956
$801K ﹤0.01%
22,313
+17,981
3957
$801K ﹤0.01%
110,826
+39,884
3958
$801K ﹤0.01%
40,975
-4,921
3959
$800K ﹤0.01%
34,158
+995
3960
$796K ﹤0.01%
43,044
-27,112
3961
$794K ﹤0.01%
38,638
-3,877
3962
$793K ﹤0.01%
34,770
-7,651
3963
$792K ﹤0.01%
13,090
+396
3964
$789K ﹤0.01%
91,647
-20,110
3965
$788K ﹤0.01%
23,701
-35,531
3966
$788K ﹤0.01%
14,532
-55,949
3967
$787K ﹤0.01%
84,112
+6,520
3968
$786K ﹤0.01%
52,841
+3,334
3969
$786K ﹤0.01%
63,636
-98,767
3970
$786K ﹤0.01%
17,836
-39,605
3971
$785K ﹤0.01%
41,196
+16,148
3972
$783K ﹤0.01%
19,933
-611
3973
$782K ﹤0.01%
209,647
-698,872
3974
$781K ﹤0.01%
90,281
+60,901
3975
$781K ﹤0.01%
15,885
-5,192