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
4751
$181K ﹤0.01%
33,021
+8,143
4752
$181K ﹤0.01%
13,850
+800
4753
$181K ﹤0.01%
133,902
-1,845,136
4754
$180K ﹤0.01%
11,528
-8,214
4755
$180K ﹤0.01%
11,732
-10,931
4756
$179K ﹤0.01%
24,092
+14,815
4757
$179K ﹤0.01%
17,900
-500
4758
$178K ﹤0.01%
6,527
-1,437
4759
$177K ﹤0.01%
7,661
-44
4760
$177K ﹤0.01%
18,485
-2,234
4761
$176K ﹤0.01%
6,413
-3,715
4762
$176K ﹤0.01%
14,559
+2,513
4763
$176K ﹤0.01%
2,823
-1,597
4764
$176K ﹤0.01%
6,701
+731
4765
$176K ﹤0.01%
3,696
+38
4766
$175K ﹤0.01%
26,224
-10,813
4767
$174K ﹤0.01%
21,859
-69,725
4768
$172K ﹤0.01%
25,045
-16,962
4769
$172K ﹤0.01%
2,159
-200
4770
$171K ﹤0.01%
9,558
+6,192
4771
$171K ﹤0.01%
6,785
-4,261
4772
$171K ﹤0.01%
6,886
-4,512
4773
$171K ﹤0.01%
18,572
-8,153
4774
$171K ﹤0.01%
30,089
+29,623
4775
$171K ﹤0.01%
14,838
-18,259