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
5801
$8K ﹤0.01%
900
-15,110
5802
$7K ﹤0.01%
936
+524
5803
$7K ﹤0.01%
1,758
+405
5804
$7K ﹤0.01%
377
-686
5805
$7K ﹤0.01%
1,000
5806
$7K ﹤0.01%
+288
5807
$7K ﹤0.01%
601
+487
5808
$7K ﹤0.01%
867
+734
5809
$7K ﹤0.01%
144
+87
5810
$7K ﹤0.01%
1,400
-5
5811
$7K ﹤0.01%
919
-281
5812
$7K ﹤0.01%
1,591
+1,069
5813
$7K ﹤0.01%
3,710
-1,552
5814
0
5815
$7K ﹤0.01%
533
5816
$7K ﹤0.01%
+103
5817
$7K ﹤0.01%
1,355
+1,100
5818
$7K ﹤0.01%
468
-596
5819
$7K ﹤0.01%
1,948
-2,184
5820
$7K ﹤0.01%
809
-100
5821
$7K ﹤0.01%
3,000
5822
0
5823
$7K ﹤0.01%
3,702
+601
5824
$7K ﹤0.01%
+1,796
5825
$7K ﹤0.01%
700
-100