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
4576
$266K ﹤0.01%
18,539
+3,176
4577
$265K ﹤0.01%
632
+193
4578
$263K ﹤0.01%
17,994
-31,203
4579
$263K ﹤0.01%
9,953
-951
4580
$263K ﹤0.01%
79,086
-60,846
4581
$263K ﹤0.01%
133,391
-15,052
4582
$263K ﹤0.01%
32,806
-4,302
4583
$263K ﹤0.01%
104,340
-48,328
4584
$263K ﹤0.01%
11,000
+4,095
4585
$262K ﹤0.01%
6,381
-4,738
4586
$262K ﹤0.01%
7,868
+1,148
4587
$261K ﹤0.01%
30,280
-10,028
4588
$261K ﹤0.01%
29,007
-1,086
4589
$259K ﹤0.01%
85,377
-16,167
4590
$259K ﹤0.01%
12,813
+90
4591
$258K ﹤0.01%
12,527
+12,510
4592
$256K ﹤0.01%
42,116
+22,877
4593
$255K ﹤0.01%
6,161
+2,771
4594
$255K ﹤0.01%
28,244
+20,010
4595
$255K ﹤0.01%
17,438
+16,113
4596
$254K ﹤0.01%
8,408
+3,339
4597
$254K ﹤0.01%
11,997
-661
4598
$253K ﹤0.01%
20,275
+20,269
4599
$253K ﹤0.01%
38,030
+7,908
4600
$250K ﹤0.01%
7,531
+4,700