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
1126
$40.6M 0.01%
7,080,856
+1,013,669
1127
$40.5M 0.01%
378,570
+87,503
1128
$40.5M 0.01%
353,391
-45,741
1129
$40.4M 0.01%
1,525,719
-169,151
1130
$40.3M 0.01%
261,532
+14,303
1131
$40.3M 0.01%
1,107,636
-247,113
1132
$40.2M 0.01%
781,414
+350,963
1133
$40.2M 0.01%
367,707
+150,628
1134
$40.2M 0.01%
994,670
+204,550
1135
$40.1M 0.01%
583,120
+12,960
1136
$40M 0.01%
613,258
+85,455
1137
$40M 0.01%
757,062
+72,453
1138
$39.9M 0.01%
430,393
+40,448
1139
$39.9M 0.01%
218,766
+48,434
1140
$39.9M 0.01%
570,251
+21,284
1141
$39.8M 0.01%
1,012,738
+329,603
1142
$39.7M 0.01%
588,689
+119,093
1143
$39.6M 0.01%
2,519,856
+1,335,084
1144
$39.6M 0.01%
414,992
+261,835
1145
$39.5M 0.01%
2,076,396
-215,023
1146
$39.3M 0.01%
964,175
+264,035
1147
$39.3M 0.01%
1,613,421
+549,294
1148
$39.3M 0.01%
3,252,148
-356,153
1149
$39.1M 0.01%
642,149
+22,892
1150
$39.1M 0.01%
866,976
+544,038