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
4601
$249K ﹤0.01%
17,578
+6,162
4602
$246K ﹤0.01%
14,305
+8,839
4603
$244K ﹤0.01%
5,130
-11,112
4604
$244K ﹤0.01%
8,264
-1,804
4605
$243K ﹤0.01%
25,664
-4,032
4606
$243K ﹤0.01%
3,965
+2,749
4607
$243K ﹤0.01%
19,121
+3,819
4608
$243K ﹤0.01%
10,818
-8,454
4609
$241K ﹤0.01%
16,490
4610
$240K ﹤0.01%
18,175
-10,643
4611
$240K ﹤0.01%
20,896
-34,832
4612
$240K ﹤0.01%
1,685
+182
4613
$239K ﹤0.01%
15,728
+1,658
4614
$239K ﹤0.01%
43,343
+38,812
4615
$239K ﹤0.01%
10,334
-680
4616
$239K ﹤0.01%
8,792
-41,777
4617
$238K ﹤0.01%
3,627
+1,608
4618
$238K ﹤0.01%
8,968
-3,092
4619
$238K ﹤0.01%
65,572
+22,266
4620
$237K ﹤0.01%
1,409
-56
4621
$236K ﹤0.01%
9,809
+1,335
4622
$235K ﹤0.01%
10,734
+5,383
4623
$235K ﹤0.01%
18,216
-996
4624
$234K ﹤0.01%
6,630
-579
4625
$234K ﹤0.01%
5,454
-2,324