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
4201
$535K ﹤0.01%
36,246
-9,537
4202
$533K ﹤0.01%
24,475
-81,079
4203
$532K ﹤0.01%
16,052
+3,563
4204
$531K ﹤0.01%
23,922
+7,385
4205
$530K ﹤0.01%
8,693
-2,111
4206
$529K ﹤0.01%
14,192
-3,451
4207
$529K ﹤0.01%
123,944
-11,305
4208
0
4209
$528K ﹤0.01%
19,157
-3,239
4210
$527K ﹤0.01%
10,621
+2,563
4211
$527K ﹤0.01%
23,264
+4,031
4212
$526K ﹤0.01%
52,021
-3,962
4213
0
4214
$524K ﹤0.01%
33,698
+1,225
4215
$524K ﹤0.01%
4,108
-2,860
4216
$522K ﹤0.01%
3,875
-766
4217
$521K ﹤0.01%
68,848
-14,641
4218
$521K ﹤0.01%
33,416
-1,617
4219
$519K ﹤0.01%
52,062
-46,889
4220
$519K ﹤0.01%
41,127
-7,253
4221
$519K ﹤0.01%
171,174
+13,862
4222
$518K ﹤0.01%
56,091
-78,733
4223
$518K ﹤0.01%
49,960
+6,809
4224
$517K ﹤0.01%
88,868
-1,199,017
4225
$517K ﹤0.01%
53,616
+31,843