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
4326
$431K ﹤0.01%
31,242
+7,792
4327
$430K ﹤0.01%
14,463
-19,673
4328
$430K ﹤0.01%
157,105
-53,674
4329
$430K ﹤0.01%
13,560
-51
4330
$429K ﹤0.01%
14,781
-4,507
4331
$427K ﹤0.01%
150,904
-14,920
4332
$424K ﹤0.01%
7,157
-877
4333
$422K ﹤0.01%
9,327
+4,180
4334
$421K ﹤0.01%
22,965
-24,839
4335
$421K ﹤0.01%
48,179
-4,257
4336
$421K ﹤0.01%
4,795
+833
4337
$421K ﹤0.01%
31,407
+1,108
4338
$420K ﹤0.01%
32,428
+5,839
4339
$420K ﹤0.01%
14,028
-653
4340
$420K ﹤0.01%
74,840
-54,988
4341
$419K ﹤0.01%
12,053
+5,950
4342
$419K ﹤0.01%
26,268
+2,650
4343
$417K ﹤0.01%
6,658
+951
4344
$416K ﹤0.01%
19,906
-6,952
4345
$416K ﹤0.01%
29,315
-613
4346
$416K ﹤0.01%
11,315
-32,969
4347
$415K ﹤0.01%
19,032
-6,387
4348
$414K ﹤0.01%
12,967
+6,432
4349
$414K ﹤0.01%
31,831
+6,925
4350
$414K ﹤0.01%
21,858
+1,126