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
876
$63.1M 0.01%
2,536,690
+88,832
877
$63M 0.01%
289,889
+20,143
878
$63M 0.01%
991,172
+173,039
879
$62.8M 0.01%
2,520,390
-51,110
880
$62.5M 0.01%
2,970,951
+327,377
881
$62.4M 0.01%
3,983,000
-2,770,096
882
$62.3M 0.01%
646,883
+231,894
883
$62.3M 0.01%
1,833,663
-52,607
884
$62.3M 0.01%
1,286,497
+178,438
885
$62.3M 0.01%
1,224,074
+397,817
886
$62.2M 0.01%
1,718,315
+1,085,763
887
$62.1M 0.01%
547,048
+112,247
888
$62M 0.01%
1,041,708
+26,393
889
$61.9M 0.01%
19,280,999
+86,887
890
$61.6M 0.01%
2,828,447
+199,923
891
$61.4M 0.01%
722,762
+87,578
892
$61.1M 0.01%
817,219
-407,289
893
$61.1M 0.01%
815,959
+287,658
894
$61.1M 0.01%
5,033,012
-2,104,540
895
$61M 0.01%
840,790
+543,951
896
$61M 0.01%
1,252,383
+175,502
897
$60.9M 0.01%
4,294,550
+51,994
898
$60.8M 0.01%
748,544
-163,514
899
$60.6M 0.01%
952,108
+112,692
900
$59.9M 0.01%
1,744,501
+1,186,586