Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
426
$210M 0.03%
14,759,800
+5,618,750
427
$210M 0.03%
5,782,357
+1,527,295
428
$209M 0.03%
1,567,803
+155,880
429
$207M 0.03%
16,058,200
+7,308,400
430
$207M 0.03%
1,513,924
+65,593
431
$207M 0.03%
3,837,191
+461,312
432
$205M 0.03%
3,610,316
-45,327
433
$203M 0.03%
5,753,206
-376,459
434
$203M 0.03%
3,701,840
-229,724
435
$203M 0.03%
1,175,885
-26,053
436
$203M 0.03%
1,635,170
+160,156
437
$203M 0.03%
15,978,491
+2,141,395
438
$201M 0.03%
2,747,414
-2,900,026
439
$200M 0.03%
11,996,967
+3,268,803
440
$200M 0.03%
1,312,916
+403,452
441
$200M 0.03%
4,983,527
-619,719
442
$199M 0.03%
392,396
+30,949
443
$199M 0.03%
1,082,308
-543,826
444
$199M 0.03%
2,168,356
+137,297
445
$199M 0.03%
3,301,938
-530,638
446
$199M 0.03%
1,873,233
-265,171
447
$198M 0.03%
4,835,179
+3,624,155
448
$198M 0.03%
1,659,277
+549,054
449
$197M 0.03%
3,313,315
-119,703
450
$195M 0.03%
7,060,629
+793,028