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
4701
$201K ﹤0.01%
7,473
-3,220
4702
$201K ﹤0.01%
7,344
+348
4703
$201K ﹤0.01%
18,653
-7,516
4704
$200K ﹤0.01%
19,081
-2,508
4705
$200K ﹤0.01%
13,450
+8,751
4706
$200K ﹤0.01%
7,551
-4,275
4707
$200K ﹤0.01%
31,457
-10,948
4708
$199K ﹤0.01%
18,104
-2,427
4709
$198K ﹤0.01%
2,414
-5,747
4710
$197K ﹤0.01%
11,014
-18,245
4711
$196K ﹤0.01%
399,469
+199,650
4712
$196K ﹤0.01%
6,232
-238
4713
$196K ﹤0.01%
743
+187
4714
$195K ﹤0.01%
48,575
-32,155
4715
$194K ﹤0.01%
8,158
-5,086
4716
$194K ﹤0.01%
14,205
+6,629
4717
$193K ﹤0.01%
8,173
-20,907
4718
$193K ﹤0.01%
31,108
-3,974
4719
$193K ﹤0.01%
46,167
-102
4720
$192K ﹤0.01%
3,630
4721
$190K ﹤0.01%
7,151
-3,155
4722
$190K ﹤0.01%
34,516
+1,743
4723
$190K ﹤0.01%
15,142
-1,659
4724
$190K ﹤0.01%
6,951
-800
4725
$189K ﹤0.01%
+74