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
1001
$49.2M 0.01%
1,303,520
-117,843
1002
$49.1M 0.01%
1,392,307
+147,826
1003
$49.1M 0.01%
2,365,114
+361,189
1004
$49M 0.01%
312,253
+21,858
1005
$48.9M 0.01%
2,401,594
-4,496,879
1006
$48.8M 0.01%
1,610,264
+73,658
1007
$48.7M 0.01%
1,786,430
+1,505,771
1008
$48.5M 0.01%
592,166
+98,345
1009
$48.3M 0.01%
1,293,727
-502,548
1010
$48.3M 0.01%
973,998
-114,772
1011
$48.3M 0.01%
1,558,003
+259,485
1012
$48.3M 0.01%
3,349,048
+263,920
1013
$48.2M 0.01%
388,198
-43,521
1014
$48.1M 0.01%
1,030,915
+8,329
1015
$48.1M 0.01%
872,933
+110,148
1016
$48.1M 0.01%
892,412
+182,597
1017
$48M 0.01%
1,200,928
+183,627
1018
$47.4M 0.01%
2,361,609
+567,413
1019
$47.4M 0.01%
1,001,390
+30,452
1020
$47.2M 0.01%
954,088
-17,029
1021
$47M 0.01%
2,522,281
+721,182
1022
$47M 0.01%
397,369
-62,267
1023
$46.9M 0.01%
774,032
+342,844
1024
$46.9M 0.01%
3,589,526
-8,095,623
1025
$46.8M 0.01%
449,048
-21,578