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
4826
$153K ﹤0.01%
10,633
+1,297
4827
$153K ﹤0.01%
5,551
-1,881
4828
$152K ﹤0.01%
6,069
+702
4829
$152K ﹤0.01%
21,631
-3,509
4830
$151K ﹤0.01%
3,214
-1,489
4831
$151K ﹤0.01%
3,000
4832
$151K ﹤0.01%
7,787
-911
4833
$150K ﹤0.01%
13,318
-16,130
4834
$150K ﹤0.01%
5,167
-714
4835
$149K ﹤0.01%
3,782
-1,365
4836
$149K ﹤0.01%
19,958
-13,202
4837
$149K ﹤0.01%
39,645
+28,730
4838
$148K ﹤0.01%
23,002
+3,285
4839
$147K ﹤0.01%
2,360
-460
4840
$146K ﹤0.01%
11,953
-6,361
4841
$146K ﹤0.01%
3,865
+1,701
4842
$146K ﹤0.01%
4,574
+349
4843
$145K ﹤0.01%
11,660
-7,189
4844
$144K ﹤0.01%
9,572
-2,963
4845
$144K ﹤0.01%
11,177
+4,965
4846
$144K ﹤0.01%
2,889
+10
4847
$144K ﹤0.01%
21,920
-2,152
4848
$144K ﹤0.01%
31,257
-872
4849
$143K ﹤0.01%
8,304
-1,735
4850
$143K ﹤0.01%
11,680
-13,336