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
4951
$116K ﹤0.01%
4,261
+3,589
4952
$116K ﹤0.01%
2,658
-121
4953
$116K ﹤0.01%
6,641
-3,832
4954
$116K ﹤0.01%
9,861
+584
4955
$115K ﹤0.01%
24,784
-1,016
4956
$115K ﹤0.01%
1,626
+130
4957
$115K ﹤0.01%
133,912
+69,163
4958
$115K ﹤0.01%
51,352
-21,802
4959
$115K ﹤0.01%
10,166
+7,527
4960
$115K ﹤0.01%
5,630
-4,281
4961
$115K ﹤0.01%
4,500
+1,500
4962
$115K ﹤0.01%
18,859
-2,881
4963
$114K ﹤0.01%
10,483
-21,629
4964
$114K ﹤0.01%
14,095
+2,881
4965
$114K ﹤0.01%
4,631
-7,527
4966
$114K ﹤0.01%
17,726
-15,270
4967
$114K ﹤0.01%
4,363
+3,564
4968
$113K ﹤0.01%
5,707
+128
4969
$113K ﹤0.01%
165,252
-9,748
4970
$113K ﹤0.01%
9,115
+2,086
4971
$113K ﹤0.01%
86,485
+496
4972
$112K ﹤0.01%
13,708
-91
4973
$112K ﹤0.01%
7,590
-3,625
4974
$112K ﹤0.01%
22,029
+17,629
4975
$111K ﹤0.01%
+3,500