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
5401
$40K ﹤0.01%
2,409
-5,042,036
5402
$40K ﹤0.01%
+4,616
5403
$40K ﹤0.01%
1,102
+15
5404
$39K ﹤0.01%
4,730
+4,106
5405
$39K ﹤0.01%
2,237
-9,100
5406
$39K ﹤0.01%
+17,386
5407
$39K ﹤0.01%
2,352
-1,919
5408
$39K ﹤0.01%
2,504
-3,208
5409
$39K ﹤0.01%
4,177
-3,026
5410
$39K ﹤0.01%
1,434
+79
5411
$39K ﹤0.01%
4,968
-6,038
5412
$39K ﹤0.01%
999
-605
5413
$39K ﹤0.01%
3,688
-2,527
5414
$38K ﹤0.01%
9,050
5415
$38K ﹤0.01%
10,752
-731
5416
$38K ﹤0.01%
1,000
5417
$38K ﹤0.01%
1,490
-44,418
5418
$38K ﹤0.01%
2,375
-3,998
5419
$38K ﹤0.01%
385
+72
5420
$38K ﹤0.01%
+2,000
5421
$38K ﹤0.01%
158
+153
5422
$38K ﹤0.01%
2,571
-1,720
5423
$38K ﹤0.01%
10,714
+634
5424
$38K ﹤0.01%
1,033
-700
5425
$38K ﹤0.01%
17,452
-5