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
4451
$339K ﹤0.01%
10,769
+2,713
4452
$339K ﹤0.01%
19,330
-59,330
4453
$339K ﹤0.01%
14,044
-16,413
4454
$339K ﹤0.01%
23,352
-1,361
4455
$338K ﹤0.01%
29,348
-153
4456
$337K ﹤0.01%
13,539
-2,187
4457
$337K ﹤0.01%
10,892
+1,307
4458
$337K ﹤0.01%
2,455
-222
4459
$335K ﹤0.01%
9,023
-1,324
4460
$334K ﹤0.01%
15,951
+9,007
4461
$333K ﹤0.01%
14,834
+8,420
4462
$332K ﹤0.01%
15,794
-59,611
4463
$330K ﹤0.01%
41,199
-3,069
4464
$330K ﹤0.01%
6,655
-3,851
4465
$330K ﹤0.01%
47,084
-896,093
4466
$327K ﹤0.01%
29,138
-2,696
4467
$325K ﹤0.01%
20,585
-18,495
4468
$324K ﹤0.01%
2,277
+626
4469
$324K ﹤0.01%
135,033
+6,312
4470
$323K ﹤0.01%
5,467
-2,558
4471
$323K ﹤0.01%
35,564
-811
4472
$322K ﹤0.01%
37,448
-8,724
4473
$321K ﹤0.01%
16,343
+7,430
4474
$321K ﹤0.01%
12,204
+6,175
4475
$321K ﹤0.01%
18,155
+16,060