Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
151
$881M 0.14%
15,830,810
+2,937,824
152
$878M 0.14%
6,819,425
-168,158
153
$878M 0.14%
4,989,774
+925,104
154
$870M 0.14%
10,100,532
-3,540
155
$860M 0.13%
8,763,321
-3,614,047
156
$857M 0.13%
16,280,735
+9,941,609
157
$834M 0.13%
17,096,234
+758,267
158
$823M 0.13%
17,077,471
-364,317
159
$821M 0.13%
17,646,190
-5,894,415
160
$805M 0.13%
4,306,185
-471,925
161
$791M 0.12%
14,259,355
-767,477
162
$788M 0.12%
5,490,600
+1,625,355
163
$786M 0.12%
6,602,937
-1,790,022
164
$785M 0.12%
6,399,588
+1,155,518
165
$780M 0.12%
4,419,483
-28,078
166
$780M 0.12%
10,325,990
+8,511,138
167
$774M 0.12%
19,134,816
-6,162,649
168
$763M 0.12%
26,203,168
+462,974
169
$762M 0.12%
27,219,040
-20,839,410
170
$761M 0.12%
4,762,094
+74,502
171
$758M 0.12%
2,642,366
-437,018
172
$758M 0.12%
4,603,744
-2,927,700
173
$753M 0.12%
6,676,405
-457,133
174
$749M 0.12%
3,919,792
-2,618,208
175
$747M 0.12%
7,156,353
+1,353,257