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
5276
$57K ﹤0.01%
3,213
-4,518
5277
$57K ﹤0.01%
5,178
-3,510
5278
$57K ﹤0.01%
2,523
-519
5279
$57K ﹤0.01%
+3,223
5280
$57K ﹤0.01%
1
-1
5281
$57K ﹤0.01%
15,488
-22,903
5282
$57K ﹤0.01%
6,161
-4,596
5283
$56K ﹤0.01%
1,874
5284
$55K ﹤0.01%
1,712
-2,071
5285
$55K ﹤0.01%
4,178
5286
$55K ﹤0.01%
2,267
+16
5287
$55K ﹤0.01%
4,039
-9
5288
$55K ﹤0.01%
2,388
-3,371
5289
$55K ﹤0.01%
2,118
+1,353
5290
$55K ﹤0.01%
1,192
-1,274
5291
$55K ﹤0.01%
155,774
-18,074
5292
$54K ﹤0.01%
5,959
-6,222
5293
$54K ﹤0.01%
3,142
-69,947
5294
$54K ﹤0.01%
115
-240
5295
$53K ﹤0.01%
1,704
-212
5296
$53K ﹤0.01%
1,827
5297
$53K ﹤0.01%
+2,798
5298
$53K ﹤0.01%
6,684
-15,198
5299
$53K ﹤0.01%
54
+46
5300
$53K ﹤0.01%
3,503
-112