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
5676
$14K ﹤0.01%
1,180
-79
5677
$14K ﹤0.01%
2,079
+579
5678
$14K ﹤0.01%
197
-1,376
5679
$14K ﹤0.01%
1,200
5680
$14K ﹤0.01%
640
-568
5681
$14K ﹤0.01%
875
-1,700
5682
$14K ﹤0.01%
1,500
+1,392
5683
$14K ﹤0.01%
630
-32
5684
$14K ﹤0.01%
536
-853
5685
$14K ﹤0.01%
9,000
-22
5686
$14K ﹤0.01%
+495
5687
$14K ﹤0.01%
836
+136
5688
$14K ﹤0.01%
1,708
-4,669
5689
$14K ﹤0.01%
7,020
-200
5690
$13K ﹤0.01%
+500
5691
$13K ﹤0.01%
+400
5692
$13K ﹤0.01%
8,308
-21,897
5693
$13K ﹤0.01%
2,450
-90
5694
$13K ﹤0.01%
+465
5695
$13K ﹤0.01%
215
-3,262
5696
$13K ﹤0.01%
1,061
+933
5697
$13K ﹤0.01%
+6,048
5698
$12K ﹤0.01%
+11
5699
$12K ﹤0.01%
499
-2,701
5700
$12K ﹤0.01%
+405