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
651
$108M 0.02%
1,525,772
-66,815
652
$108M 0.02%
2,098,691
-1,975
653
$108M 0.02%
4,607,622
-225,789
654
$108M 0.02%
3,580,307
-1,903,414
655
$108M 0.02%
2,945,636
+51,133
656
$108M 0.02%
1,269,160
+161,240
657
$106M 0.02%
6,782,021
-169,688
658
$106M 0.02%
2,178,295
-444,851
659
$105M 0.02%
1,816,123
+250,505
660
$105M 0.02%
1,315,776
+237,210
661
$104M 0.02%
3,769,616
+1,583,646
662
$104M 0.02%
7,001,742
+297,532
663
$104M 0.02%
2,430,491
+47,910
664
$104M 0.02%
6,164,616
+216,026
665
$104M 0.02%
757,944
-32,693
666
$103M 0.02%
3,577,491
+3,494,402
667
$103M 0.02%
5,701,418
+2,608,685
668
$103M 0.02%
1,029,352
-58,642
669
$102M 0.02%
17,918,065
+3,666,095
670
$102M 0.02%
1,363,350
-27,858
671
$102M 0.02%
2,133,660
+101,291
672
$102M 0.02%
748,260
+174,306
673
$102M 0.02%
4,553,442
+868,590
674
$102M 0.02%
6,382,896
-1,602,870
675
$102M 0.02%
792,905
-10,529