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
4226
$516K ﹤0.01%
32,493
-31,238
4227
$514K ﹤0.01%
10,328
+958
4228
$514K ﹤0.01%
19,645
-2,977
4229
$513K ﹤0.01%
23,102
+548
4230
$512K ﹤0.01%
32,523
+31,874
4231
$511K ﹤0.01%
11,736
-589
4232
$511K ﹤0.01%
229,224
-101,384
4233
$507K ﹤0.01%
45,451
-1,051
4234
$507K ﹤0.01%
39,743
-6,505
4235
$506K ﹤0.01%
50,096
+21,580
4236
$505K ﹤0.01%
7,549
+4,997
4237
$505K ﹤0.01%
33,311
+9,330
4238
$505K ﹤0.01%
26,835
+11,135
4239
$504K ﹤0.01%
17,597
-32,634
4240
$503K ﹤0.01%
77,626
-15,380
4241
$502K ﹤0.01%
20,978
+17,786
4242
$502K ﹤0.01%
18,309
+6,399
4243
$501K ﹤0.01%
19,758
-3,248
4244
$501K ﹤0.01%
19,214
-1
4245
$500K ﹤0.01%
174,289
-1,365,511
4246
$499K ﹤0.01%
18,831
+10,996
4247
$498K ﹤0.01%
33,012
-11,089
4248
$496K ﹤0.01%
23,726
-6,747
4249
$496K ﹤0.01%
7,048
-11,463
4250
$495K ﹤0.01%
78,569
+50,245