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
$574B
AUM Growth
+$126B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,646
New
Increased
Reduced
Closed

Top Buys

1 +$5.53B
2 +$3.62B
3 +$3.09B
4
VTV icon
Vanguard Value ETF
VTV
+$2.91B
5
MBB icon
iShares MBS ETF
MBB
+$2.82B

Sector Composition

1 Technology 9.49%
2 Financials 9.05%
3 Healthcare 8.14%
4 Industrials 7.69%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$6.66M ﹤0.01%
296,360
-58,675
2502
$6.65M ﹤0.01%
114,130
-20,280
2503
$6.64M ﹤0.01%
248,400
+59,374
2504
$6.63M ﹤0.01%
217,791
-6,125
2505
$6.63M ﹤0.01%
241,011
-137,076
2506
$6.63M ﹤0.01%
264,390
+31,892
2507
$6.63M ﹤0.01%
174,475
+44,718
2508
$6.61M ﹤0.01%
698,821
+352,957
2509
$6.61M ﹤0.01%
184,096
+14,607
2510
$6.61M ﹤0.01%
423,516
-7,609
2511
$6.61M ﹤0.01%
129,539
-8,156
2512
$6.6M ﹤0.01%
205,195
+2,350
2513
$6.6M ﹤0.01%
408,796
+1,747
2514
$6.6M ﹤0.01%
428,440
+61,854
2515
$6.59M ﹤0.01%
248,677
+4,495
2516
$6.59M ﹤0.01%
572,957
+24,727
2517
$6.59M ﹤0.01%
355,501
+5,727
2518
$6.58M ﹤0.01%
408,649
+44,231
2519
$6.58M ﹤0.01%
56,451
+11,806
2520
$6.58M ﹤0.01%
99,148
+20,944
2521
$6.57M ﹤0.01%
457,765
-93,567
2522
$6.57M ﹤0.01%
282,182
-127,712
2523
$6.56M ﹤0.01%
379,863
+59,937
2524
$6.55M ﹤0.01%
836,036
+157,195
2525
$6.55M ﹤0.01%
759,492
-160,059