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
701
$94.3M 0.01%
928,772
+231,960
702
$93.8M 0.01%
5,633,981
+1,102,228
703
$93.6M 0.01%
5,577,380
+377,924
704
$93.6M 0.01%
4,820,416
+875,096
705
$92.3M 0.01%
2,724,584
+182,834
706
$92M 0.01%
655,038
+8,690
707
$91.6M 0.01%
1,615,282
+697,745
708
$91.2M 0.01%
3,318,175
+651,098
709
$91.2M 0.01%
754,650
+289,355
710
$90.7M 0.01%
2,014,133
-184,400
711
$90.6M 0.01%
1,305,217
+330,933
712
$90.6M 0.01%
450,162
-81,428
713
$89.8M 0.01%
573,029
+43,677
714
$89.8M 0.01%
1,437,633
+417,915
715
$89.7M 0.01%
691,868
+199,866
716
$89.5M 0.01%
1,942,839
-532,435
717
$89.1M 0.01%
3,392,616
+342,674
718
$88.8M 0.01%
2,583,708
-162,492
719
$88.5M 0.01%
1,651,304
+206,567
720
$88.5M 0.01%
1,969,807
+793,185
721
$88.5M 0.01%
7,800,732
-244,134
722
$87.8M 0.01%
1,767,669
+231,478
723
$87.6M 0.01%
1,897,984
+628,568
724
$87.3M 0.01%
2,184,784
+454,689
725
$86.8M 0.01%
727,555
+341,584