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
5026
$100K ﹤0.01%
22,980
-7,785
5027
$100K ﹤0.01%
84,956
-12,173
5028
$100K ﹤0.01%
15,587
-40,359
5029
$99K ﹤0.01%
30,302
-12,662
5030
$99K ﹤0.01%
2,694
-222
5031
$99K ﹤0.01%
1,068
5032
$99K ﹤0.01%
3,250
-12,110
5033
$99K ﹤0.01%
2,005
5034
$99K ﹤0.01%
2,844
+1,403
5035
$99K ﹤0.01%
461
5036
$99K ﹤0.01%
34,775
5037
$98K ﹤0.01%
3,851
-7,851
5038
$98K ﹤0.01%
10,416
-619
5039
$98K ﹤0.01%
8,776
-3,015
5040
$98K ﹤0.01%
6,432
-4,465
5041
$98K ﹤0.01%
13,841
-421
5042
$98K ﹤0.01%
67
5043
$98K ﹤0.01%
6,966
-3,878
5044
$98K ﹤0.01%
5,909
-8,517
5045
$96K ﹤0.01%
3,980
5046
$96K ﹤0.01%
27,688
-4,602
5047
$95K ﹤0.01%
21,235
-80,980
5048
$95K ﹤0.01%
17,588
-61,704
5049
$95K ﹤0.01%
7,351
-8,686
5050
$95K ﹤0.01%
49,901
+9,661