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
5201
$68K ﹤0.01%
18,358
+12,074
5202
$68K ﹤0.01%
2,769
+126
5203
$68K ﹤0.01%
4,663
-10,575
5204
$67K ﹤0.01%
1,714
-1,389
5205
$67K ﹤0.01%
7,006
+6,754
5206
$67K ﹤0.01%
5,613
+30
5207
$67K ﹤0.01%
14,181
-3,731
5208
$67K ﹤0.01%
2,069
+454
5209
$67K ﹤0.01%
2,791
-300
5210
$67K ﹤0.01%
6,392
-8,452
5211
$67K ﹤0.01%
+31,000
5212
$67K ﹤0.01%
602
-38
5213
$67K ﹤0.01%
3,555
-113
5214
$66K ﹤0.01%
3,626
-74
5215
$66K ﹤0.01%
3,700
+3,052
5216
$66K ﹤0.01%
27,225
5217
$66K ﹤0.01%
4,270
-1,517
5218
$66K ﹤0.01%
+2,713
5219
$66K ﹤0.01%
6,897
+1,545
5220
$65K ﹤0.01%
3,350
5221
$65K ﹤0.01%
25,392
+4,285
5222
$65K ﹤0.01%
900
5223
$65K ﹤0.01%
3,395
+3,145
5224
$65K ﹤0.01%
6,423
-2,328
5225
$65K ﹤0.01%
2,500