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
4051
$684K ﹤0.01%
13,315
-2,024
4052
$683K ﹤0.01%
18,611
+8,479
4053
$683K ﹤0.01%
44,232
+39,391
4054
$682K ﹤0.01%
29,944
+24,012
4055
$681K ﹤0.01%
65,000
+51,010
4056
$681K ﹤0.01%
31,632
-4,236
4057
$680K ﹤0.01%
35,553
+24,916
4058
$680K ﹤0.01%
131,398
-370,649
4059
$679K ﹤0.01%
13,666
+5,457
4060
$679K ﹤0.01%
30,945
-5,198
4061
$679K ﹤0.01%
48,066
+32,874
4062
$677K ﹤0.01%
12,962
-1,273
4063
$676K ﹤0.01%
25,117
-47,526
4064
$675K ﹤0.01%
19,966
+3,097
4065
$675K ﹤0.01%
16,848
4066
$673K ﹤0.01%
14,092
-28,607
4067
$672K ﹤0.01%
45,635
+1,941
4068
$669K ﹤0.01%
79,909
+38,032
4069
$669K ﹤0.01%
26,521
+26,105
4070
$669K ﹤0.01%
55,212
-55,036
4071
$668K ﹤0.01%
14,504
-2,407
4072
$667K ﹤0.01%
57,885
-26,350
4073
$667K ﹤0.01%
10,719
+190
4074
$665K ﹤0.01%
41,066
+20,191
4075
$665K ﹤0.01%
5,145
+3,441