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
1101
$42.2M 0.01%
923,107
+447,812
1102
$42.2M 0.01%
2,645,383
+2,007,955
1103
$42.2M 0.01%
941,777
+110,337
1104
$42M 0.01%
1,407,250
+276,992
1105
$42M 0.01%
1,053,828
-79,668
1106
$41.8M 0.01%
842,357
+437,117
1107
$41.8M 0.01%
324,532
+85,208
1108
$41.7M 0.01%
3,258,689
+223,066
1109
$41.7M 0.01%
146,020
-4,007
1110
$41.7M 0.01%
1,226,278
+61,808
1111
$41.6M 0.01%
404,461
+14,523
1112
$41.6M 0.01%
1,441,099
+24,652
1113
$41.5M 0.01%
903,722
+105,192
1114
$41.3M 0.01%
377,787
+48,199
1115
$41.2M 0.01%
3,764,975
+730,256
1116
$41.1M 0.01%
1,644,758
-102,505
1117
$41.1M 0.01%
1,110,633
-110,723
1118
$41.1M 0.01%
922,541
+178,148
1119
$41M 0.01%
404,300
+6,898
1120
$40.9M 0.01%
1,354,976
+315,486
1121
$40.9M 0.01%
818,698
+31,722
1122
$40.9M 0.01%
1,063,685
+234,675
1123
$40.8M 0.01%
1,262,212
+421,180
1124
$40.8M 0.01%
1,935,817
-388,944
1125
$40.7M 0.01%
1,627,926
+554,249