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
4501
$308K ﹤0.01%
29,773
-655
4502
$307K ﹤0.01%
28,278
-151,299
4503
$307K ﹤0.01%
29,639
+119
4504
$307K ﹤0.01%
13,838
-511
4505
$306K ﹤0.01%
4,039
-7,730
4506
$306K ﹤0.01%
541
-45
4507
$306K ﹤0.01%
30,740
+1,066
4508
$305K ﹤0.01%
11,589
-25,668
4509
$303K ﹤0.01%
12,740
-294
4510
$303K ﹤0.01%
3,525
-1,552
4511
$302K ﹤0.01%
50,417
-50,626
4512
$301K ﹤0.01%
13,733
-205
4513
$300K ﹤0.01%
18,662
-38
4514
$299K ﹤0.01%
9,141
+166
4515
$299K ﹤0.01%
33,953
+4,503
4516
$299K ﹤0.01%
33,025
+10,578
4517
$297K ﹤0.01%
2,707
-227
4518
$296K ﹤0.01%
18,061
-1,411
4519
$295K ﹤0.01%
22,417
+4,698
4520
$293K ﹤0.01%
30,674
+133
4521
$292K ﹤0.01%
+7,824
4522
$291K ﹤0.01%
10,380
+3,619
4523
$291K ﹤0.01%
25,102
-754
4524
$291K ﹤0.01%
38,221
+2,866
4525
$291K ﹤0.01%
5,674
+1,182