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
201
$617M 0.1%
10,414,264
+1,383,142
202
$607M 0.09%
10,540,690
+967,366
203
$606M 0.09%
11,673,591
+743,311
204
$601M 0.09%
12,589,182
+1,957,489
205
$599M 0.09%
7,363,940
+2,962,645
206
$596M 0.09%
41,083,125
+73,238
207
$592M 0.09%
14,020,504
+2,175,243
208
$590M 0.09%
2,256,918
+106,331
209
$589M 0.09%
7,313,392
+814,105
210
$587M 0.09%
8,859,573
+429,120
211
$581M 0.09%
4,786,809
+879,925
212
$581M 0.09%
15,042,991
+3,420,831
213
$579M 0.09%
2,148,569
+252,814
214
$576M 0.09%
7,508,905
-670,329
215
$567M 0.09%
2,132,474
-168,467
216
$567M 0.09%
3,602,721
-2,884,878
217
$565M 0.09%
22,649,829
-2,189,688
218
$563M 0.09%
4,104,970
+387,005
219
$553M 0.09%
4,084,904
+156,703
220
$550M 0.09%
6,723,144
+1,085,770
221
$542M 0.08%
6,635,685
+1,876,464
222
$540M 0.08%
5,066,246
+599,346
223
$537M 0.08%
5,646,233
+579,665
224
$534M 0.08%
3,319,615
+581,316
225
$534M 0.08%
2,806,290
+209,277