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
4151
$582K ﹤0.01%
12,957
-5,426
4152
$581K ﹤0.01%
68,059
+3,064
4153
$580K ﹤0.01%
24,990
+1,429
4154
$578K ﹤0.01%
31,716
+10,676
4155
$577K ﹤0.01%
12,816
+6,416
4156
$576K ﹤0.01%
12,100
+573
4157
$576K ﹤0.01%
94,000
4158
$574K ﹤0.01%
+7,335
4159
$571K ﹤0.01%
20,557
-14,190
4160
$571K ﹤0.01%
59,801
-33,013
4161
$570K ﹤0.01%
106,393
-20,657
4162
$569K ﹤0.01%
54,583
4163
$568K ﹤0.01%
17,694
-954
4164
$568K ﹤0.01%
33,929
+1,023
4165
$568K ﹤0.01%
31,140
-22,939
4166
$568K ﹤0.01%
50,895
+28,136
4167
$567K ﹤0.01%
25,024
+6,691
4168
$567K ﹤0.01%
58,796
-15,641
4169
$567K ﹤0.01%
65,326
-8,771
4170
$566K ﹤0.01%
65,076
-28,123
4171
$565K ﹤0.01%
72,599
+2,614
4172
$564K ﹤0.01%
11,801
+1,102
4173
$563K ﹤0.01%
38,554
+326
4174
$563K ﹤0.01%
924,133
-193,377
4175
$561K ﹤0.01%
37,925
+97