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
1151
$39.1M 0.01%
367,650
+23,542
1152
$39.1M 0.01%
309,905
+13,895
1153
$39.1M 0.01%
859,464
+120,140
1154
$38.9M 0.01%
597,391
+65,312
1155
$38.8M 0.01%
1,076,248
-223,830
1156
$38.8M 0.01%
830,092
-154,757
1157
$38.7M 0.01%
814,153
-31,281
1158
$38.6M 0.01%
1,624,674
+428,734
1159
$38.6M 0.01%
63,012
+4,782
1160
$38.6M 0.01%
3,311,694
-1,566,717
1161
$38.5M 0.01%
1,094,773
+174,506
1162
$38.5M 0.01%
822,516
-378,066
1163
$38.3M 0.01%
2,922,379
-395,872
1164
$38.3M 0.01%
342,018
+180,079
1165
$38.3M 0.01%
834,559
+140,688
1166
$38.2M 0.01%
1,121,296
+143,368
1167
$38.2M 0.01%
447,925
+33,047
1168
$38.2M 0.01%
531,924
+145,820
1169
$37.9M 0.01%
708,742
-271,017
1170
$37.8M 0.01%
338,790
-23,886
1171
$37.8M 0.01%
1,874,697
+310,252
1172
$37.7M 0.01%
1,034,525
+399,365
1173
$37.7M 0.01%
1,175,482
+200,492
1174
$37.6M 0.01%
667,599
+241,233
1175
$37.6M 0.01%
432,426
+10,124