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
5476
$32K ﹤0.01%
3,775
+713
5477
$32K ﹤0.01%
797
5478
$32K ﹤0.01%
5,123
-13,636
5479
$32K ﹤0.01%
2,108
-2,352
5480
$32K ﹤0.01%
586
-208
5481
$32K ﹤0.01%
7,852
-5,361
5482
$32K ﹤0.01%
1,102
+1,090
5483
$32K ﹤0.01%
512
-50
5484
$31K ﹤0.01%
700
-2
5485
$31K ﹤0.01%
1,124
-2,373
5486
$31K ﹤0.01%
2,536
+34
5487
$31K ﹤0.01%
1,716
5488
$31K ﹤0.01%
1,148
+51
5489
$31K ﹤0.01%
2,545
5490
$31K ﹤0.01%
+1,114
5491
$31K ﹤0.01%
+390
5492
$31K ﹤0.01%
689
+159
5493
$31K ﹤0.01%
+1,126
5494
$30K ﹤0.01%
4,373
-3,660
5495
$30K ﹤0.01%
26,000
5496
$30K ﹤0.01%
4,417
5497
$30K ﹤0.01%
+903
5498
$30K ﹤0.01%
2,231
-7,814
5499
$30K ﹤0.01%
14,775
-10,607
5500
$30K ﹤0.01%
+1,457