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
5326
$50K ﹤0.01%
2,923
+2,190
5327
$50K ﹤0.01%
3,320
+3,315
5328
$50K ﹤0.01%
1,827
+582
5329
$49K ﹤0.01%
2,558
+472
5330
$49K ﹤0.01%
2,123
-1,232
5331
$49K ﹤0.01%
1,881
-3,936
5332
$49K ﹤0.01%
1,486
-1,704
5333
$49K ﹤0.01%
1,903
-740
5334
$49K ﹤0.01%
4,000
-4,966
5335
$48K ﹤0.01%
3,481
-10,252
5336
$48K ﹤0.01%
6,009
-4,713
5337
$48K ﹤0.01%
977
5338
$47K ﹤0.01%
2,599
-120
5339
$47K ﹤0.01%
782
5340
$47K ﹤0.01%
630
5341
$47K ﹤0.01%
2,370
-3,124
5342
$47K ﹤0.01%
6,133
-10,632
5343
$47K ﹤0.01%
2,850
-1,383
5344
$47K ﹤0.01%
11,018
-23,179
5345
$47K ﹤0.01%
4,139
-42
5346
0
5347
$47K ﹤0.01%
3,611
-3,884
5348
$47K ﹤0.01%
5,257
-623
5349
$47K ﹤0.01%
1,542
5350
$46K ﹤0.01%
3,141
-4,772