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
2526
$6.55M ﹤0.01%
84,996
+32,746
2527
$6.53M ﹤0.01%
173,939
-11,497
2528
$6.53M ﹤0.01%
301,425
-248,111
2529
$6.52M ﹤0.01%
56,468
-4,588
2530
$6.5M ﹤0.01%
631,545
+157,103
2531
$6.49M ﹤0.01%
210,544
-7,802
2532
$6.49M ﹤0.01%
291,647
-97,231
2533
$6.48M ﹤0.01%
188,652
+135,497
2534
$6.43M ﹤0.01%
197,554
+95,954
2535
$6.43M ﹤0.01%
104,356
+26,520
2536
$6.37M ﹤0.01%
426,481
+25,649
2537
$6.37M ﹤0.01%
138,739
+20,443
2538
$6.36M ﹤0.01%
121,182
-3,417
2539
$6.36M ﹤0.01%
257,993
+52,407
2540
$6.35M ﹤0.01%
132,162
+45,483
2541
$6.32M ﹤0.01%
1,008,070
-4,664
2542
$6.31M ﹤0.01%
359,990
-147,294
2543
$6.3M ﹤0.01%
97,301
+44,565
2544
$6.3M ﹤0.01%
369,696
+62,203
2545
$6.3M ﹤0.01%
526,997
-579,451
2546
$6.29M ﹤0.01%
102,615
-22,831
2547
$6.29M ﹤0.01%
197,704
-5,523
2548
$6.29M ﹤0.01%
54,858
+22,007
2549
$6.26M ﹤0.01%
2,936,997
+733,029
2550
$6.25M ﹤0.01%
100,312
+51,930