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
4376
$393K ﹤0.01%
29,660
-6,800
4377
$392K ﹤0.01%
9,790
-15,474
4378
$392K ﹤0.01%
74,760
-16,762
4379
$392K ﹤0.01%
32,371
+4,265
4380
$391K ﹤0.01%
35,000
-87,025
4381
$390K ﹤0.01%
15,448
+2,514
4382
$390K ﹤0.01%
4,423
+2,233
4383
$389K ﹤0.01%
+14,195
4384
$389K ﹤0.01%
+12,413
4385
$388K ﹤0.01%
16,603
-35,015
4386
$387K ﹤0.01%
22,307
+12,410
4387
$387K ﹤0.01%
8,126
+1,200
4388
$387K ﹤0.01%
10,616
-7,001
4389
$387K ﹤0.01%
11,734
-6,904
4390
$386K ﹤0.01%
16,672
-1,877
4391
$386K ﹤0.01%
30,449
+1,249
4392
$385K ﹤0.01%
11,077
-80
4393
$385K ﹤0.01%
14,659
-723
4394
$385K ﹤0.01%
240,883
4395
$384K ﹤0.01%
100,879
-4,487
4396
$384K ﹤0.01%
19,706
+1,072
4397
$382K ﹤0.01%
13,295
+4,975
4398
$382K ﹤0.01%
24,901
-5,510
4399
$382K ﹤0.01%
2,891
-967
4400
$381K ﹤0.01%
24,352
-23,506