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
4801
$161K ﹤0.01%
17,007
4802
$159K ﹤0.01%
63,950
+26,829
4803
$159K ﹤0.01%
7,587
-5,411
4804
$159K ﹤0.01%
+429
4805
$159K ﹤0.01%
5,305
-6,147
4806
$158K ﹤0.01%
84,224
+13,267
4807
$158K ﹤0.01%
6,689
-1,916
4808
$157K ﹤0.01%
12,397
+10,712
4809
$157K ﹤0.01%
29,318
+5,814
4810
$157K ﹤0.01%
19,879
+11,904
4811
$157K ﹤0.01%
29,920
-7,083
4812
$156K ﹤0.01%
18,602
+15,602
4813
$156K ﹤0.01%
9,296
-4,790
4814
$156K ﹤0.01%
5,841
-3,701
4815
$155K ﹤0.01%
2,911
+731
4816
$155K ﹤0.01%
19,421
+896
4817
$154K ﹤0.01%
18,268
+5,851
4818
$154K ﹤0.01%
4,764
+5
4819
$154K ﹤0.01%
99,957
-85,655
4820
$154K ﹤0.01%
+8,004
4821
$154K ﹤0.01%
+34,268
4822
$154K ﹤0.01%
6,430
-2,911
4823
$154K ﹤0.01%
+4,345
4824
$154K ﹤0.01%
4,859
-1,303
4825
$153K ﹤0.01%
5,612
-42,339