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
5901
$4K ﹤0.01%
432
-4
5902
$4K ﹤0.01%
3,861
5903
$4K ﹤0.01%
385
-113
5904
$4K ﹤0.01%
2,000
5905
$4K ﹤0.01%
83
5906
$4K ﹤0.01%
407
-2
5907
$4K ﹤0.01%
250
-255
5908
0
5909
$4K ﹤0.01%
+140
5910
$4K ﹤0.01%
150
5911
$4K ﹤0.01%
71
+4
5912
$4K ﹤0.01%
831
+507
5913
$4K ﹤0.01%
1,488
-6,282
5914
0
5915
$4K ﹤0.01%
115
5916
$4K ﹤0.01%
748
5917
$4K ﹤0.01%
125
5918
$3K ﹤0.01%
300
5919
$3K ﹤0.01%
1,250
-68
5920
$3K ﹤0.01%
390
5921
$3K ﹤0.01%
2,232
-143
5922
$3K ﹤0.01%
+200
5923
$3K ﹤0.01%
1,705
+1,520
5924
$3K ﹤0.01%
85
+57
5925
$3K ﹤0.01%
+138