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
826
$69.3M 0.01%
967,499
+15,113
827
$69.1M 0.01%
2,478,444
+1,107,636
828
$69.1M 0.01%
1,093,474
+254,495
829
$68.9M 0.01%
3,646,371
+699,224
830
$68.8M 0.01%
1,304,396
-869,394
831
$68.8M 0.01%
799,709
-74,405
832
$68.4M 0.01%
2,447,076
+863,218
833
$68.2M 0.01%
2,290,816
+617,616
834
$68.2M 0.01%
1,411,345
+210,300
835
$68.1M 0.01%
2,753,887
-69,861
836
$67.7M 0.01%
3,545,201
+1,617,237
837
$67.6M 0.01%
2,201,990
-633,661
838
$67.6M 0.01%
1,511,615
-1,121,427
839
$67.3M 0.01%
2,723,608
+130,190
840
$67.2M 0.01%
1,664,454
+59,191
841
$67M 0.01%
3,763,296
-350,918
842
$66.6M 0.01%
352,258
+37,641
843
$66.5M 0.01%
1,385,692
+151,965
844
$66.4M 0.01%
1,301,555
-27,018
845
$66.2M 0.01%
649,433
+76,755
846
$66M 0.01%
541,139
+114,558
847
$65.9M 0.01%
1,460,116
-93,069
848
$65.8M 0.01%
632,466
+420,837
849
$65.7M 0.01%
2,351,320
+649,788
850
$65.4M 0.01%
2,896,984
-193,688