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
3976
$779K ﹤0.01%
40,205
+17,210
3977
$776K ﹤0.01%
34,217
-4,127
3978
$776K ﹤0.01%
24,602
-4,711
3979
$774K ﹤0.01%
11,631
-15,887
3980
$773K ﹤0.01%
8,355
-2,339
3981
$771K ﹤0.01%
7,595
+4,232
3982
$769K ﹤0.01%
12,320
-14,531
3983
$769K ﹤0.01%
33,017
+4,710
3984
$768K ﹤0.01%
22,146
+1,218
3985
$768K ﹤0.01%
58,517
+14,886
3986
$766K ﹤0.01%
40,913
-38,326
3987
$766K ﹤0.01%
12,778
-2,234
3988
$766K ﹤0.01%
35,614
-8,271
3989
$765K ﹤0.01%
36,977
+15,361
3990
$765K ﹤0.01%
59,009
+25,206
3991
$763K ﹤0.01%
43,466
+18,580
3992
$763K ﹤0.01%
58,056
+2,827
3993
$761K ﹤0.01%
4,426
+2,795
3994
$757K ﹤0.01%
76,131
-10,348
3995
$756K ﹤0.01%
56,445
+5,492
3996
$756K ﹤0.01%
30,673
+177
3997
$755K ﹤0.01%
23,970
-2,617
3998
$755K ﹤0.01%
67,754
+51,742
3999
$754K ﹤0.01%
26,319
+6,469
4000
$749K ﹤0.01%
40,924
+4,023