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
4926
$122K ﹤0.01%
4,461
+1,518
4927
$122K ﹤0.01%
5,317
+2,453
4928
$122K ﹤0.01%
3,880
-17,551
4929
$121K ﹤0.01%
+2,462
4930
$121K ﹤0.01%
3,402
-242
4931
$121K ﹤0.01%
21,724
-8,221
4932
$120K ﹤0.01%
+2,029
4933
$120K ﹤0.01%
7,085
-1,749
4934
$120K ﹤0.01%
5,593
-442
4935
$120K ﹤0.01%
3,144
-534
4936
$120K ﹤0.01%
19,549
+7,907
4937
$120K ﹤0.01%
6,557
+3,332
4938
$120K ﹤0.01%
455
+59
4939
$120K ﹤0.01%
21,098
+3,016
4940
$120K ﹤0.01%
5,256
-582
4941
$119K ﹤0.01%
13,992
+405
4942
$119K ﹤0.01%
29,787
-210,101
4943
$119K ﹤0.01%
4,824
-13,476
4944
$118K ﹤0.01%
3,689
+43
4945
$117K ﹤0.01%
13,054
+6,660
4946
$117K ﹤0.01%
28,163
-21,449
4947
$117K ﹤0.01%
+2,475
4948
$117K ﹤0.01%
1,860
-692
4949
$117K ﹤0.01%
6,600
-28,967
4950
$117K ﹤0.01%
11,011
-1,149