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
5426
$38K ﹤0.01%
+4,287
5427
$37K ﹤0.01%
+2
5428
$37K ﹤0.01%
13,000
5429
$37K ﹤0.01%
2,939
+3
5430
$37K ﹤0.01%
1,800
-2,200
5431
$37K ﹤0.01%
71
+53
5432
$37K ﹤0.01%
+3,850
5433
$37K ﹤0.01%
10,000
-20
5434
$37K ﹤0.01%
5,293
-18,766
5435
$37K ﹤0.01%
1,850
+1,079
5436
$36K ﹤0.01%
1,100
+650
5437
$36K ﹤0.01%
1,799
-3,682
5438
$36K ﹤0.01%
3,128
-55
5439
$36K ﹤0.01%
6,300
-500
5440
$36K ﹤0.01%
2,663
+19
5441
$36K ﹤0.01%
1,832
+1,812
5442
$36K ﹤0.01%
8,684
-9,640
5443
$36K ﹤0.01%
559
+442
5444
$36K ﹤0.01%
3,703
-6,013
5445
$36K ﹤0.01%
2,318
+1,700
5446
$35K ﹤0.01%
3,126
-1,648
5447
$35K ﹤0.01%
912
-622
5448
$35K ﹤0.01%
8,779
-17,737
5449
$35K ﹤0.01%
1,472
+4
5450
$35K ﹤0.01%
1,682
-2,700