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
5126
$80K ﹤0.01%
21
-16
5127
$80K ﹤0.01%
36,846
-9,850
5128
$80K ﹤0.01%
2,239
-2,585
5129
$80K ﹤0.01%
2,950
5130
$80K ﹤0.01%
3,982
-3,212
5131
$80K ﹤0.01%
8,160
-9,076
5132
$79K ﹤0.01%
9,082
-3,226
5133
$79K ﹤0.01%
1,461
-137
5134
$79K ﹤0.01%
3,347
-3,134
5135
$79K ﹤0.01%
14,544
5136
$79K ﹤0.01%
3,885
-2,597
5137
$78K ﹤0.01%
+2,575
5138
$78K ﹤0.01%
4,853
-1,333
5139
$78K ﹤0.01%
826
-126
5140
$78K ﹤0.01%
4,984
+4,944
5141
$78K ﹤0.01%
5,084
-6,364
5142
$78K ﹤0.01%
7,900
+5,023
5143
$77K ﹤0.01%
11,059
+6,465
5144
$77K ﹤0.01%
1,800
-325
5145
$77K ﹤0.01%
2,748
-1,153
5146
$77K ﹤0.01%
7,295
-4,256
5147
$77K ﹤0.01%
4,940
-1,995
5148
$77K ﹤0.01%
3,534
-3,236
5149
$76K ﹤0.01%
3,102
-4,197
5150
$76K ﹤0.01%
3,307
-2,598