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
5101
$85K ﹤0.01%
4,340
-4,189
5102
$85K ﹤0.01%
1,267
+250
5103
$85K ﹤0.01%
6,283
-530
5104
$85K ﹤0.01%
6,655
-5,290
5105
$85K ﹤0.01%
12,589
-2
5106
$85K ﹤0.01%
3,921
-3,510
5107
$84K ﹤0.01%
9,160
+3,143
5108
$84K ﹤0.01%
5,327
-5,376
5109
$84K ﹤0.01%
4,390
-9,163
5110
$83K ﹤0.01%
25,355
-188
5111
$83K ﹤0.01%
12,765
5112
$83K ﹤0.01%
+3,529
5113
$83K ﹤0.01%
7,247
-6,375
5114
$83K ﹤0.01%
7,323
-1,045
5115
$83K ﹤0.01%
3,066
-113
5116
$82K ﹤0.01%
5,254
-2,183
5117
$82K ﹤0.01%
3,863
+2,350
5118
$82K ﹤0.01%
+5,720
5119
$82K ﹤0.01%
11,705
-5,433
5120
$82K ﹤0.01%
15,734
-4,835
5121
$81K ﹤0.01%
22,742
-1,500
5122
$81K ﹤0.01%
1,630
-405
5123
$81K ﹤0.01%
7,448
-2,687
5124
$80K ﹤0.01%
4,663
+654
5125
$80K ﹤0.01%
6,433
+5,753