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
526
$152M 0.02%
3,931,345
+663,035
527
$152M 0.02%
2,741,599
+17,394
528
$152M 0.02%
4,758,020
-2,019,148
529
$152M 0.02%
5,387,948
+1,342,668
530
$152M 0.02%
1,004,565
+106,728
531
$151M 0.02%
828,640
+88,937
532
$151M 0.02%
4,228,338
-262,992
533
$151M 0.02%
1,298,170
-3,053,544
534
$151M 0.02%
4,857,187
+1,080,456
535
$151M 0.02%
1,317,989
+121,019
536
$149M 0.02%
3,825,078
+221,664
537
$149M 0.02%
10,512,315
+961,010
538
$149M 0.02%
1,255,606
+446,658
539
$148M 0.02%
424,932
-44,165
540
$148M 0.02%
3,809,540
-18,904
541
$148M 0.02%
1,535,445
-141,391
542
$147M 0.02%
1,356,323
-270,796
543
$147M 0.02%
3,158,370
+141,420
544
$147M 0.02%
5,960,283
+1,410,185
545
$146M 0.02%
1,088,046
+120,572
546
$145M 0.02%
2,428,271
+1,102,905
547
$144M 0.02%
5,983,565
-2,290,212
548
$144M 0.02%
317,587
+103,862
549
$143M 0.02%
2,029,429
-60,147
550
$143M 0.02%
1,685,380
-353,533