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
1201
$35.8M 0.01%
881,037
+106,893
1202
$35.7M 0.01%
1,752,719
+273,950
1203
$35.5M 0.01%
408,008
-65,866
1204
$35.5M 0.01%
1,314,196
-93,927
1205
$35.5M 0.01%
1,047,254
+220,021
1206
$35.4M 0.01%
1,247,273
+271,851
1207
$35.4M 0.01%
378,233
+231,744
1208
$35.3M 0.01%
436,082
+261,904
1209
$35.3M 0.01%
556,187
+62,145
1210
$35.3M 0.01%
3,086,647
+27,319
1211
$35.3M 0.01%
2,138,516
+417,455
1212
$35.3M 0.01%
1,421,690
+1,277,449
1213
$35.2M 0.01%
710,632
+243,679
1214
$35.2M 0.01%
478,214
+267,884
1215
$35.2M 0.01%
1,687,238
-14,817
1216
$35.1M 0.01%
2,594,123
+421,795
1217
$35.1M 0.01%
814,841
-584,992
1218
$35.1M 0.01%
1,317,007
+225,543
1219
$35.1M 0.01%
1,685,733
+139,239
1220
$35.1M 0.01%
786,559
-24,041
1221
$35M 0.01%
2,500,557
+349,540
1222
$35M 0.01%
1,089,831
+134,602
1223
$34.9M 0.01%
1,927,785
-94,312
1224
$34.9M 0.01%
249,981
+91,673
1225
$34.8M 0.01%
1,008,343
+218,422