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
4726
$189K ﹤0.01%
14,124
+6,486
4727
$189K ﹤0.01%
2,326
+504
4728
$188K ﹤0.01%
8,296
+7,662
4729
$188K ﹤0.01%
5,716
+5,530
4730
$188K ﹤0.01%
14,887
-5,210
4731
$188K ﹤0.01%
+4,128
4732
$188K ﹤0.01%
9,651
+120
4733
$187K ﹤0.01%
12,775
-4,837
4734
$187K ﹤0.01%
5,851
-937
4735
$186K ﹤0.01%
20,058
-10,022
4736
$186K ﹤0.01%
20,583
-734
4737
$185K ﹤0.01%
20,352
+3,936
4738
$185K ﹤0.01%
11,596
-691
4739
$185K ﹤0.01%
10,249
+2,037
4740
$185K ﹤0.01%
10,688
+10,029
4741
$184K ﹤0.01%
20,873
-97,266
4742
$184K ﹤0.01%
18,263
+13,209
4743
$183K ﹤0.01%
3,734
-650
4744
$183K ﹤0.01%
1,389
+117
4745
$183K ﹤0.01%
5,063
-347
4746
$183K ﹤0.01%
4,128
+1,039
4747
$183K ﹤0.01%
1,354
-89
4748
$182K ﹤0.01%
21,936
-13,392
4749
$182K ﹤0.01%
19,916
-9,668
4750
$181K ﹤0.01%
14,121
+13,144