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
5376
$43K ﹤0.01%
+3,594
5377
$43K ﹤0.01%
3,899
-1,279
5378
$43K ﹤0.01%
598
+228
5379
$43K ﹤0.01%
2,110
-533
5380
$43K ﹤0.01%
2,115
5381
$43K ﹤0.01%
3,142
+1,193
5382
$43K ﹤0.01%
+14,164
5383
$42K ﹤0.01%
8,211
-9,186
5384
$42K ﹤0.01%
3,462
-870
5385
$42K ﹤0.01%
2,052
-50,714
5386
$42K ﹤0.01%
21,326
+19,348
5387
$42K ﹤0.01%
650
5388
$42K ﹤0.01%
+5,570
5389
$42K ﹤0.01%
2,759
+150
5390
$42K ﹤0.01%
1,468
-2,127
5391
$42K ﹤0.01%
157
-133
5392
$42K ﹤0.01%
2,756
-116,289
5393
$41K ﹤0.01%
83
5394
$41K ﹤0.01%
13,507
-9,910
5395
$41K ﹤0.01%
4,000
5396
$41K ﹤0.01%
+2,353
5397
$41K ﹤0.01%
6,600
-11,136
5398
$40K ﹤0.01%
2,340
-1,896
5399
$40K ﹤0.01%
13,469
5400
$40K ﹤0.01%
19,500