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
476
$178M 0.03%
2,171,281
+280,371
477
$177M 0.03%
1,105,235
+317,666
478
$177M 0.03%
3,496,461
-1,008,922
479
$176M 0.03%
4,229,965
+611,692
480
$176M 0.03%
1,188,696
+398,041
481
$176M 0.03%
2,338,800
-424,060
482
$176M 0.03%
11,042,319
-18,493,556
483
$175M 0.03%
1,067,872
+345,600
484
$174M 0.03%
8,460,328
+479,289
485
$174M 0.03%
3,473,820
+786,418
486
$173M 0.03%
1,565,249
-194,370
487
$172M 0.03%
2,669,823
+691,448
488
$172M 0.03%
790,329
+167,516
489
$172M 0.03%
5,214,664
+686,341
490
$172M 0.03%
2,985,991
-337,100
491
$171M 0.03%
2,396,450
+355,797
492
$170M 0.03%
6,662,212
+184,034
493
$169M 0.03%
757,778
+67,152
494
$169M 0.03%
1,907,224
+91,217
495
$169M 0.03%
2,183,279
-1,698,854
496
$169M 0.03%
1,014,169
-665,366
497
$168M 0.03%
1,457,991
+92,292
498
$168M 0.03%
3,197,522
+15,493
499
$167M 0.03%
2,641,236
-399,162
500
$165M 0.03%
2,067,137
+125,118