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
5451
$35K ﹤0.01%
5,383
-49,860
5452
$35K ﹤0.01%
1,528
-5,497
5453
$35K ﹤0.01%
1,482
-607
5454
$35K ﹤0.01%
1,498
-586
5455
$35K ﹤0.01%
229
+4
5456
$34K ﹤0.01%
9,503
-19,857
5457
$34K ﹤0.01%
17,151
+7,764
5458
$34K ﹤0.01%
1,000
+372
5459
$34K ﹤0.01%
+622
5460
$34K ﹤0.01%
+3,358
5461
$34K ﹤0.01%
+2,353
5462
$34K ﹤0.01%
1,353
-246
5463
$34K ﹤0.01%
2,599
-1,261
5464
$34K ﹤0.01%
3,973
+3,673
5465
$33K ﹤0.01%
351
5466
$33K ﹤0.01%
100
5467
$33K ﹤0.01%
2,372
+212
5468
$33K ﹤0.01%
1,343
+1,105
5469
$33K ﹤0.01%
5,390
-506
5470
$33K ﹤0.01%
1,933
-602
5471
$33K ﹤0.01%
+1,240
5472
$33K ﹤0.01%
19,103
5473
$33K ﹤0.01%
291
-554
5474
$33K ﹤0.01%
1,037
-644
5475
$32K ﹤0.01%
4,763
+724