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
4676
$216K ﹤0.01%
18,028
-1,138
4677
$214K ﹤0.01%
9,545
4678
$213K ﹤0.01%
10,951
-2,166
4679
$213K ﹤0.01%
5,495
-2,949
4680
$213K ﹤0.01%
14,766
+9,223
4681
$213K ﹤0.01%
47,433
-31,312
4682
$213K ﹤0.01%
7,662
-1,091
4683
$212K ﹤0.01%
216,201
-408
4684
$212K ﹤0.01%
11,597
-249
4685
$211K ﹤0.01%
23,009
+15,930
4686
$210K ﹤0.01%
5,697
-60
4687
$210K ﹤0.01%
5,698
-3,442
4688
$209K ﹤0.01%
7,683
+141
4689
$207K ﹤0.01%
8,362
-9,823
4690
$207K ﹤0.01%
7,813
-2,033
4691
$206K ﹤0.01%
37,928
+26,818
4692
$206K ﹤0.01%
13,756
+584
4693
$205K ﹤0.01%
+7,879
4694
$205K ﹤0.01%
8,136
+656
4695
$204K ﹤0.01%
13,816
-11,603
4696
$203K ﹤0.01%
27,530
-7,587
4697
$203K ﹤0.01%
4,798
-24,266
4698
$203K ﹤0.01%
11,789
-25,911
4699
$202K ﹤0.01%
19,768
+5,075
4700
$202K ﹤0.01%
7,082
+3,740