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
4076
$663K ﹤0.01%
32,746
-143,484
4077
$662K ﹤0.01%
43,695
-11,770
4078
$661K ﹤0.01%
160,181
+81,945
4079
$661K ﹤0.01%
25,563
-3,017
4080
$661K ﹤0.01%
127,126
+9,764
4081
$661K ﹤0.01%
+26,016
4082
$660K ﹤0.01%
49,916
+1,239
4083
$659K ﹤0.01%
20,369
-371
4084
$657K ﹤0.01%
15,536
+388
4085
$657K ﹤0.01%
59,854
+19,340
4086
$655K ﹤0.01%
28,230
+514
4087
$654K ﹤0.01%
869,144
-8
4088
$650K ﹤0.01%
26,061
-4,834
4089
$650K ﹤0.01%
19,665
+19,599
4090
$650K ﹤0.01%
39,358
-35,871
4091
$647K ﹤0.01%
25,612
-14,438
4092
$647K ﹤0.01%
58,901
-38,378
4093
$646K ﹤0.01%
28,607
-12,425
4094
$645K ﹤0.01%
22,985
+11,325
4095
$644K ﹤0.01%
+579
4096
$643K ﹤0.01%
42,058
-8,709
4097
$643K ﹤0.01%
34,886
+11,214
4098
$642K ﹤0.01%
125,700
-8,000
4099
$642K ﹤0.01%
21,162
-8,643
4100
$641K ﹤0.01%
33,941
-4,972