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
5576
$23K ﹤0.01%
43,400
+30,520
5577
$23K ﹤0.01%
989
+209
5578
$23K ﹤0.01%
1,757
+1,584
5579
$23K ﹤0.01%
7,500
+981
5580
$23K ﹤0.01%
435
-200
5581
$23K ﹤0.01%
1,167
-500
5582
$23K ﹤0.01%
5,306
-14,789
5583
$23K ﹤0.01%
2
-2
5584
$23K ﹤0.01%
1,027
-347
5585
$23K ﹤0.01%
2,800
-24
5586
$23K ﹤0.01%
1,454
+1,451
5587
$23K ﹤0.01%
17,803
-13,310
5588
$23K ﹤0.01%
6,964
-6
5589
$22K ﹤0.01%
+416
5590
$22K ﹤0.01%
1,000
5591
$22K ﹤0.01%
774
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5592
$22K ﹤0.01%
1,075
+6
5593
$22K ﹤0.01%
126
+87
5594
$22K ﹤0.01%
+2
5595
$22K ﹤0.01%
146
-199
5596
$22K ﹤0.01%
1,481
-1,872
5597
$21K ﹤0.01%
1,071
5598
$21K ﹤0.01%
+131
5599
$21K ﹤0.01%
1,847
-1,353
5600
$21K ﹤0.01%
1,302
-934