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
4401
$381K ﹤0.01%
31,651
-19,691
4402
$380K ﹤0.01%
25,500
+4,711
4403
$378K ﹤0.01%
43,002
-1,097
4404
$377K ﹤0.01%
8,587
-11,506
4405
$377K ﹤0.01%
8,401
-29
4406
$377K ﹤0.01%
11,189
-2,289
4407
$377K ﹤0.01%
7,524
+4,725
4408
$375K ﹤0.01%
13,597
-1,938
4409
$374K ﹤0.01%
+7,438
4410
$374K ﹤0.01%
26,940
-40,871
4411
$372K ﹤0.01%
2,065
-173
4412
$371K ﹤0.01%
9,603
-5,783
4413
$371K ﹤0.01%
21,376
-40,379
4414
$370K ﹤0.01%
22,165
-18,177
4415
$369K ﹤0.01%
16,265
+2,564
4416
$368K ﹤0.01%
9,230
-500
4417
$368K ﹤0.01%
23,963
-3,000
4418
$368K ﹤0.01%
76,757
+60,093
4419
$366K ﹤0.01%
6,595
+3,345
4420
$365K ﹤0.01%
74,091
-78,867
4421
$364K ﹤0.01%
46,924
-11,034
4422
$363K ﹤0.01%
71,309
-3,701
4423
$363K ﹤0.01%
17,220
-90
4424
$362K ﹤0.01%
36,442
-11,320
4425
$360K ﹤0.01%
15,874
+1,769