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
4301
$444K ﹤0.01%
40,741
-20,030
4302
$444K ﹤0.01%
21,310
-96
4303
$443K ﹤0.01%
35,923
+4,586
4304
$442K ﹤0.01%
25,799
-65,324
4305
$442K ﹤0.01%
93,712
-375,993
4306
$441K ﹤0.01%
67,641
-26,314
4307
$440K ﹤0.01%
34,752
-76,353
4308
$440K ﹤0.01%
13,050
-1,183
4309
$439K ﹤0.01%
92,113
+3,340
4310
$439K ﹤0.01%
13,390
-7,815
4311
$438K ﹤0.01%
13,963
-9,774
4312
$438K ﹤0.01%
66,254
+5,282
4313
$438K ﹤0.01%
31,132
+2,734
4314
$438K ﹤0.01%
30,227
+3,040
4315
$437K ﹤0.01%
15,184
+430
4316
$437K ﹤0.01%
23,158
-9,538
4317
$436K ﹤0.01%
33,951
-3,919
4318
$436K ﹤0.01%
30,324
+3,765
4319
$436K ﹤0.01%
63,414
+40,014
4320
$435K ﹤0.01%
1,036
+173
4321
$434K ﹤0.01%
36,961
4322
$433K ﹤0.01%
7,228
+1,726
4323
$433K ﹤0.01%
214,259
-1,074,675
4324
$433K ﹤0.01%
14,703
-7,343
4325
$433K ﹤0.01%
11,603
+4,699