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
5151
$76K ﹤0.01%
11,803
-69,083
5152
$76K ﹤0.01%
22,738
-23,198
5153
$76K ﹤0.01%
2,652
-16,220
5154
$76K ﹤0.01%
56,455
-14,575
5155
$76K ﹤0.01%
13,788
5156
$76K ﹤0.01%
3,400
-2,492
5157
$75K ﹤0.01%
8,251
-63,819
5158
$75K ﹤0.01%
1,844
-11,632
5159
$75K ﹤0.01%
544
+361
5160
$75K ﹤0.01%
28,800
5161
$75K ﹤0.01%
8,254
-5,882
5162
$74K ﹤0.01%
9,464
-5,260
5163
$74K ﹤0.01%
14,118
+7,725
5164
$74K ﹤0.01%
4,089
-7,542
5165
$74K ﹤0.01%
57,079
+15,389
5166
$74K ﹤0.01%
5,485
+385
5167
$74K ﹤0.01%
6,507
+6,498
5168
$74K ﹤0.01%
8,295
-1,775
5169
$74K ﹤0.01%
2,014
-7,005
5170
$73K ﹤0.01%
1,399
-2,651
5171
$73K ﹤0.01%
129
+69
5172
$73K ﹤0.01%
+1,951
5173
$73K ﹤0.01%
3,425
5174
$73K ﹤0.01%
4,659
-13,270
5175
$73K ﹤0.01%
2,068
-1,340