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
5651
$16K ﹤0.01%
481
+20
5652
$16K ﹤0.01%
327
-10,515
5653
$16K ﹤0.01%
6,406
-167
5654
$16K ﹤0.01%
6,509
-12,624
5655
$16K ﹤0.01%
1,577
-1,181
5656
$15K ﹤0.01%
458
-2,077
5657
$15K ﹤0.01%
4,183
+2,500
5658
$15K ﹤0.01%
593
-530
5659
$15K ﹤0.01%
500
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5660
$15K ﹤0.01%
2,700
-66
5661
$15K ﹤0.01%
6,086
+5,577
5662
$15K ﹤0.01%
6
-8
5663
$15K ﹤0.01%
532
5664
$15K ﹤0.01%
1,092
-798
5665
$15K ﹤0.01%
309
5666
$15K ﹤0.01%
3,842
+3,825
5667
$15K ﹤0.01%
2,133
-452
5668
$15K ﹤0.01%
39
5669
$15K ﹤0.01%
160
-296
5670
$15K ﹤0.01%
5,525
+2,259
5671
$15K ﹤0.01%
1,146
+146
5672
$15K ﹤0.01%
1,288
-2,194
5673
$15K ﹤0.01%
559
-89
5674
$15K ﹤0.01%
19,956
-21,201
5675
$14K ﹤0.01%
5,814
-12,792