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
4851
$143K ﹤0.01%
4,605
-1,549
4852
$142K ﹤0.01%
5,982
-4,367
4853
$142K ﹤0.01%
155,077
-29,163
4854
$141K ﹤0.01%
12,902
+7,386
4855
$141K ﹤0.01%
5,101
+496
4856
$140K ﹤0.01%
6,430
-2,786
4857
$140K ﹤0.01%
7,640
-3,039
4858
$140K ﹤0.01%
6,997
-576
4859
$140K ﹤0.01%
83,553
-45,910
4860
$140K ﹤0.01%
22,185
+21,985
4861
$140K ﹤0.01%
2,436
-469
4862
$140K ﹤0.01%
18,320
-11,825
4863
$139K ﹤0.01%
8,300
4864
$139K ﹤0.01%
2,829
-1,321
4865
$139K ﹤0.01%
5,778
-1,251
4866
$139K ﹤0.01%
51,071
-16,840
4867
$139K ﹤0.01%
8,751
-2,585
4868
$138K ﹤0.01%
9,056
+1,544
4869
$137K ﹤0.01%
4,899
-1,661
4870
$137K ﹤0.01%
7,853
-2,912
4871
$137K ﹤0.01%
9,283
-532
4872
$137K ﹤0.01%
25,958
+25,259
4873
$137K ﹤0.01%
21,811
-9,879
4874
$136K ﹤0.01%
7,183
+1,229
4875
$135K ﹤0.01%
2,000
-370