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
4251
$494K ﹤0.01%
11,377
-20,405
4252
$494K ﹤0.01%
92,065
-25,665
4253
$493K ﹤0.01%
110,637
-20,047
4254
$492K ﹤0.01%
163,422
+153,277
4255
$492K ﹤0.01%
11,266
-1,248
4256
$490K ﹤0.01%
17,478
-2,054
4257
$489K ﹤0.01%
12,654
+3,797
4258
$488K ﹤0.01%
53,820
-7,230
4259
$487K ﹤0.01%
190,806
-29,871
4260
$486K ﹤0.01%
30,629
-21,750
4261
$485K ﹤0.01%
96,487
-35,171
4262
$485K ﹤0.01%
2,776
+136
4263
$485K ﹤0.01%
+15,000
4264
$484K ﹤0.01%
19,205
+7,724
4265
$484K ﹤0.01%
38,977
+7,061
4266
$482K ﹤0.01%
100,886
+55,747
4267
$480K ﹤0.01%
33,260
-1,898
4268
$478K ﹤0.01%
38,258
4269
$477K ﹤0.01%
30,792
-24,490
4270
$474K ﹤0.01%
17,305
-46,141
4271
$474K ﹤0.01%
19,102
-56,436
4272
$473K ﹤0.01%
16,453
+11,444
4273
$472K ﹤0.01%
36,189
+10,239
4274
$472K ﹤0.01%
+536
4275
$471K ﹤0.01%
29,487
-2,209