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
4126
$610K ﹤0.01%
43,872
+4,408
4127
$609K ﹤0.01%
3,042
+1,061
4128
$605K ﹤0.01%
36,546
+6,342
4129
$604K ﹤0.01%
44,936
-4,182
4130
$603K ﹤0.01%
106,124
+6,423
4131
$599K ﹤0.01%
23,920
+10,909
4132
$599K ﹤0.01%
13,667
-40,911
4133
$597K ﹤0.01%
14,536
+970
4134
$596K ﹤0.01%
34,776
-4,211
4135
$593K ﹤0.01%
11,574
+862
4136
$593K ﹤0.01%
66,714
-3,835
4137
$592K ﹤0.01%
126
+7
4138
$590K ﹤0.01%
60,940
+6,405
4139
$589K ﹤0.01%
62,695
+8,543
4140
$589K ﹤0.01%
123,566
+73,757
4141
$588K ﹤0.01%
20,676
+20,276
4142
$587K ﹤0.01%
20,093
-10,961
4143
$587K ﹤0.01%
46,094
+9,773
4144
$586K ﹤0.01%
84,824
+67,964
4145
$586K ﹤0.01%
19,099
-3,755
4146
$584K ﹤0.01%
17,500
+169
4147
$584K ﹤0.01%
25,536
-71,911
4148
$583K ﹤0.01%
46,354
+19,935
4149
$583K ﹤0.01%
203,660
+186,915
4150
$582K ﹤0.01%
111,049
-118,042