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
4276
$470K ﹤0.01%
28,967
-4,675
4277
$469K ﹤0.01%
36,575
+10
4278
$468K ﹤0.01%
+1,388
4279
$468K ﹤0.01%
14,504
-52,140
4280
$466K ﹤0.01%
98,467
+98,262
4281
$464K ﹤0.01%
34,606
+7,500
4282
$464K ﹤0.01%
54,231
+3,399
4283
$461K ﹤0.01%
7,444
-159
4284
$460K ﹤0.01%
13,497
+2,377
4285
$458K ﹤0.01%
58,063
-2,973
4286
$458K ﹤0.01%
14,809
+4,813
4287
$458K ﹤0.01%
30,907
-53,877
4288
$457K ﹤0.01%
83,558
-11,716
4289
$456K ﹤0.01%
9,553
-1,296
4290
$456K ﹤0.01%
24,496
+17,587
4291
$454K ﹤0.01%
22,836
-24,093
4292
$453K ﹤0.01%
37,938
+14,419
4293
$453K ﹤0.01%
34,958
+22,036
4294
$451K ﹤0.01%
6,764
+35
4295
$450K ﹤0.01%
14,518
-8,513
4296
$449K ﹤0.01%
16,892
+1,590
4297
$449K ﹤0.01%
22,079
-1,150
4298
$448K ﹤0.01%
16,005
+3,784
4299
$445K ﹤0.01%
37,200
+2,214
4300
$445K ﹤0.01%
27,206
-1,611