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
5501
$29K ﹤0.01%
1,963
-832
5502
$29K ﹤0.01%
579
+125
5503
$29K ﹤0.01%
5,166
-1,902
5504
$29K ﹤0.01%
3,550
-3,850
5505
$29K ﹤0.01%
1,673
5506
$29K ﹤0.01%
1,000
5507
$29K ﹤0.01%
1,320
-5,223
5508
$29K ﹤0.01%
686
-1,201
5509
$29K ﹤0.01%
21,109
-13,690
5510
$29K ﹤0.01%
2,147
-1,450
5511
$28K ﹤0.01%
+3,109
5512
$28K ﹤0.01%
2,854
-2,561
5513
$28K ﹤0.01%
2,325
-2,521
5514
$28K ﹤0.01%
28,600
5515
$28K ﹤0.01%
17,425
-49,801
5516
$28K ﹤0.01%
+4,233
5517
$28K ﹤0.01%
2,360
-2,820
5518
$28K ﹤0.01%
3,687
-1
5519
$28K ﹤0.01%
6,164
5520
$28K ﹤0.01%
192
5521
$28K ﹤0.01%
1,249
-4
5522
$27K ﹤0.01%
895
-2,000
5523
$27K ﹤0.01%
800
-1,900
5524
$27K ﹤0.01%
1,260
-46
5525
$27K ﹤0.01%
4,059
-3,465