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
726
$86.7M 0.01%
892,828
+96,430
727
$86.7M 0.01%
994,540
+361,469
728
$86.2M 0.01%
4,823,634
+250,341
729
$85.9M 0.01%
2,119,445
+400,023
730
$85.9M 0.01%
507,689
+246,276
731
$85.6M 0.01%
1,588,109
-151,100
732
$85.4M 0.01%
865,960
+193,757
733
$85.3M 0.01%
2,817,665
-416,093
734
$85.2M 0.01%
3,037,119
+686,978
735
$85.1M 0.01%
1,807,811
+75,084
736
$85M 0.01%
1,694,977
+392,548
737
$85M 0.01%
765,727
+187,704
738
$84.6M 0.01%
+2,304,984
739
$84.2M 0.01%
84,536
+12,742
740
$83.5M 0.01%
5,514,976
+318,420
741
$83.3M 0.01%
2,162,106
+630,143
742
$83M 0.01%
928,927
-294,543
743
$82.4M 0.01%
3,351,153
-748,177
744
$82.2M 0.01%
1,189,270
+170,882
745
$82.2M 0.01%
3,255,830
+442,602
746
$82.1M 0.01%
1,376,386
-54,365
747
$82M 0.01%
4,427,722
-47,340
748
$82M 0.01%
2,955,002
+2,201,525
749
$81.9M 0.01%
1,171,943
+559,070
750
$81.9M 0.01%
480,094
+191,206