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
1026
$46.6M 0.01%
890,440
+364,655
1027
$46.6M 0.01%
2,907,886
-1,424,475
1028
$46.6M 0.01%
847,578
-4,915,604
1029
$46.3M 0.01%
1,514,271
+105,528
1030
$46.1M 0.01%
3,238,489
-110,715
1031
$46.1M 0.01%
832,235
-10,700
1032
$46.1M 0.01%
603,470
+34,174
1033
$46.1M 0.01%
586,394
+128,834
1034
$46.1M 0.01%
1,201,428
+230,750
1035
$45.9M 0.01%
2,137,942
+1,825,461
1036
$45.9M 0.01%
374,608
-44,263
1037
$45.9M 0.01%
1,788,142
-4,039,578
1038
$45.6M 0.01%
3,608,592
+937,143
1039
$45.6M 0.01%
785,215
+103,731
1040
$45.4M 0.01%
168,476
-60,872
1041
$45.4M 0.01%
515,727
+109,807
1042
$45.4M 0.01%
1,354,468
+158,779
1043
$45.4M 0.01%
512,092
+22,103
1044
$45.2M 0.01%
2,226,260
-144,240
1045
$45M 0.01%
1,008,647
+500,420
1046
$45M 0.01%
1,477,982
+261,335
1047
$45M 0.01%
2,729,502
-32,576
1048
$44.9M 0.01%
598,812
+63,539
1049
$44.8M 0.01%
1,627,517
+449,140
1050
$44.7M 0.01%
280,742
+121,742