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
5076
$90K ﹤0.01%
2,330
-34,395
5077
$90K ﹤0.01%
3,234
+1,457
5078
$90K ﹤0.01%
8,901
-4,721
5079
$90K ﹤0.01%
16,003
-13,949
5080
$89K ﹤0.01%
13,872
-16,841
5081
$89K ﹤0.01%
1,644
-109
5082
$89K ﹤0.01%
6,678
-6,110
5083
$89K ﹤0.01%
8,807
+212
5084
$89K ﹤0.01%
38,603
+27,526
5085
$88K ﹤0.01%
12,697
-1,583
5086
$88K ﹤0.01%
1,927
-1,631
5087
$88K ﹤0.01%
686
-298
5088
$87K ﹤0.01%
8,290
5089
$87K ﹤0.01%
4,675
-3,355
5090
$87K ﹤0.01%
2,556
-820
5091
$87K ﹤0.01%
8,487
-1,522
5092
$87K ﹤0.01%
+8,334
5093
$87K ﹤0.01%
83,826
5094
$86K ﹤0.01%
27,114
-10,909
5095
$86K ﹤0.01%
10,125
-8,575
5096
$86K ﹤0.01%
4,070
+1,892
5097
$86K ﹤0.01%
3,505
-4,854
5098
$86K ﹤0.01%
4,649
-1,766
5099
$86K ﹤0.01%
1,334
-301
5100
$85K ﹤0.01%
18,674
+18,671