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
5226
$65K ﹤0.01%
1,702
-23,771
5227
$65K ﹤0.01%
750
+1
5228
$65K ﹤0.01%
2,653
-4,087
5229
$65K ﹤0.01%
1,665
+863
5230
$64K ﹤0.01%
10,583
-1,244
5231
$64K ﹤0.01%
26,139
-528
5232
$64K ﹤0.01%
4,495
+2,440
5233
$64K ﹤0.01%
+1,335
5234
$64K ﹤0.01%
4,045
+2,960
5235
$63K ﹤0.01%
1,238
-1,318
5236
$63K ﹤0.01%
2,205
-23,151
5237
$63K ﹤0.01%
2,465
5238
$63K ﹤0.01%
4,517
-1,243
5239
$63K ﹤0.01%
1,702
-2,712
5240
$63K ﹤0.01%
1,512
-696
5241
$63K ﹤0.01%
875
+19
5242
$62K ﹤0.01%
807
-41
5243
$62K ﹤0.01%
+2,290
5244
$62K ﹤0.01%
4,063
+752
5245
$61K ﹤0.01%
+5,006
5246
$61K ﹤0.01%
10,290
-36,668
5247
$61K ﹤0.01%
100
-201
5248
$61K ﹤0.01%
3,918
-5,432
5249
$61K ﹤0.01%
3,794
5250
$61K ﹤0.01%
3,543
-362