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
4351
$413K ﹤0.01%
1,574
-363
4352
$412K ﹤0.01%
22,896
+18,720
4353
$411K ﹤0.01%
26,582
+8,292
4354
$411K ﹤0.01%
12,033
-2,455
4355
$410K ﹤0.01%
5,049
-285
4356
$407K ﹤0.01%
30,245
-22,936
4357
$407K ﹤0.01%
53,278
+11,456
4358
$406K ﹤0.01%
664
+206
4359
$406K ﹤0.01%
15,310
+236
4360
$405K ﹤0.01%
42,881
+41,856
4361
$405K ﹤0.01%
62,339
+28,702
4362
$404K ﹤0.01%
30,875
+7,761
4363
$403K ﹤0.01%
62,372
-21,791
4364
$403K ﹤0.01%
56,231
-77,215
4365
$403K ﹤0.01%
18,958
-208
4366
$402K ﹤0.01%
15,278
-1,801
4367
$401K ﹤0.01%
14,732
+11,030
4368
$398K ﹤0.01%
64,497
4369
$397K ﹤0.01%
24,771
-2,480
4370
$397K ﹤0.01%
11,026
+3,905
4371
$397K ﹤0.01%
29,752
+21,512
4372
$394K ﹤0.01%
29,653
+15,204
4373
$394K ﹤0.01%
25,117
-25,836
4374
$393K ﹤0.01%
14,572
-981
4375
$393K ﹤0.01%
36,498
-38,800