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
26
$3.53B 0.55%
44,471,797
-750,507
27
$3.46B 0.54%
21,772,116
+3,307,207
28
$3.45B 0.54%
37,613,186
-1,403,201
29
$3.38B 0.53%
28,403,936
-3,778,702
30
$3.37B 0.52%
27,530,792
-1,089,467
31
$3.32B 0.52%
56,089,647
+404,156
32
$3.23B 0.5%
31,080,313
-110,138
33
$3.19B 0.5%
74,966,351
+1,367,824
34
$3.17B 0.49%
27,851,904
-292,965
35
$3.15B 0.49%
19,713,623
+1,295,200
36
$3.11B 0.48%
25,208,003
+1,589,181
37
$3.06B 0.48%
15,961,537
+27,051
38
$2.96B 0.46%
35,257,502
-16,514,407
39
$2.84B 0.44%
9,466,636
+875,544
40
$2.73B 0.42%
50,920,762
+3,817,179
41
$2.73B 0.42%
42,071,203
-5,800,384
42
$2.72B 0.42%
105,868,452
-17,599,585
43
$2.71B 0.42%
24,402,175
+3,143,291
44
$2.68B 0.42%
16,079,349
+1,276,707
45
$2.63B 0.41%
44,879,440
+560,900
46
$2.57B 0.4%
67,852,060
+2,218,925
47
$2.56B 0.4%
41,117,189
+12,551,419
48
$2.56B 0.4%
107,985,124
+4,447,620
49
$2.53B 0.39%
46,846,977
-2,467,275
50
$2.44B 0.38%
31,587,746
+1,460,430