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
4901
$128K ﹤0.01%
13,974
-31,553
4902
$128K ﹤0.01%
4,004
+720
4903
$127K ﹤0.01%
3,286
-3,254
4904
$127K ﹤0.01%
6,196
+5,753
4905
$127K ﹤0.01%
9,826
-14,413
4906
$126K ﹤0.01%
5,365
-905
4907
$126K ﹤0.01%
3,693
-1,001
4908
$126K ﹤0.01%
23,748
+23,628
4909
$125K ﹤0.01%
24,550
-17,077
4910
$125K ﹤0.01%
14,727
+5,594
4911
$125K ﹤0.01%
5,394
-2,249
4912
$124K ﹤0.01%
8,725
-7,615
4913
$124K ﹤0.01%
12,529
-7,077
4914
$124K ﹤0.01%
4,503
-2,750
4915
$124K ﹤0.01%
978
-195
4916
$124K ﹤0.01%
4,122
+177
4917
$123K ﹤0.01%
13,487
+3,591
4918
$123K ﹤0.01%
17,899
-1,300
4919
$123K ﹤0.01%
20,610
-524
4920
$123K ﹤0.01%
30,370
-5,747
4921
$123K ﹤0.01%
39,520
-85
4922
$122K ﹤0.01%
21,464
-5,461
4923
$122K ﹤0.01%
3,120
-240
4924
$122K ﹤0.01%
642
-717
4925
$122K ﹤0.01%
4,892
-1,194