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
5251
$61K ﹤0.01%
1,254
+327
5252
$60K ﹤0.01%
1,324
-250
5253
$60K ﹤0.01%
+125
5254
$60K ﹤0.01%
4,749
-129
5255
$60K ﹤0.01%
1,817
-6,062
5256
$60K ﹤0.01%
+2,131
5257
$60K ﹤0.01%
21,296
-945
5258
$59K ﹤0.01%
17,400
-250
5259
$59K ﹤0.01%
4,029
-3,013
5260
$59K ﹤0.01%
2,327
+781
5261
$59K ﹤0.01%
3,079
-3,237
5262
$59K ﹤0.01%
20,000
5263
$58K ﹤0.01%
+2,653
5264
$58K ﹤0.01%
15,880
-14,835
5265
$58K ﹤0.01%
1,075
-585
5266
$58K ﹤0.01%
3,116
-1,032
5267
$58K ﹤0.01%
1,673
-384
5268
$58K ﹤0.01%
807
+763
5269
$58K ﹤0.01%
2,839
-860
5270
$58K ﹤0.01%
515
-495
5271
$58K ﹤0.01%
11,392
-6,432
5272
$58K ﹤0.01%
514
-286
5273
$57K ﹤0.01%
5,615
-6,487
5274
$57K ﹤0.01%
2,244
+362
5275
0