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
5726
$11K ﹤0.01%
3,605
+3,586
5727
$11K ﹤0.01%
3,924
5728
$11K ﹤0.01%
10
5729
$11K ﹤0.01%
1,000
-6,693
5730
$11K ﹤0.01%
+2,000
5731
$11K ﹤0.01%
1,952
+940
5732
$10K ﹤0.01%
1,718
+1,234
5733
$10K ﹤0.01%
16,100
+12,600
5734
$10K ﹤0.01%
479
-9
5735
$10K ﹤0.01%
325
-1,905
5736
$10K ﹤0.01%
794
+482
5737
$10K ﹤0.01%
800
5738
$10K ﹤0.01%
105
5739
$10K ﹤0.01%
691
-473
5740
$10K ﹤0.01%
757
-334,671
5741
$10K ﹤0.01%
996
+414
5742
$10K ﹤0.01%
2,612
-3,457
5743
$10K ﹤0.01%
718
-741
5744
$10K ﹤0.01%
4,017
+1
5745
$10K ﹤0.01%
1,200
-56
5746
$10K ﹤0.01%
624
-506
5747
$10K ﹤0.01%
+400
5748
$10K ﹤0.01%
8,140
-866
5749
$10K ﹤0.01%
37,908
-39,668
5750
$10K ﹤0.01%
100