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
1051
$44.6M 0.01%
206,747
+18,970
1052
$44.6M 0.01%
837,447
+60,183
1053
$44.5M 0.01%
603,928
-111,736
1054
$44.4M 0.01%
925,117
+402,947
1055
$44.4M 0.01%
775,636
-163,928
1056
$44.4M 0.01%
1,734,814
+6,322
1057
$44.3M 0.01%
555,407
+102,206
1058
$44.3M 0.01%
1,506,278
-479,685
1059
$44.3M 0.01%
1,519,278
+190,735
1060
$44.2M 0.01%
2,027,396
+1,885,642
1061
$44.2M 0.01%
816,271
-267,927
1062
$44.2M 0.01%
761,432
-127,903
1063
$44.1M 0.01%
1,226,333
+219,950
1064
$44M 0.01%
463,472
+95,874
1065
$43.9M 0.01%
2,521,065
-363,519
1066
$43.7M 0.01%
1,084,802
+380,251
1067
$43.7M 0.01%
381,845
+49,281
1068
$43.7M 0.01%
549,773
-47,635
1069
$43.7M 0.01%
826,183
-63,873
1070
$43.6M 0.01%
1,033,845
+183,315
1071
$43.5M 0.01%
315,378
+55,971
1072
$43.4M 0.01%
1,198,212
+233,350
1073
$43.4M 0.01%
357,495
+189,119
1074
$43.4M 0.01%
552,612
-91,279
1075
$43.4M 0.01%
1,185,970
-131,350