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
2551
$6.25M ﹤0.01%
3,715
+845
2552
$6.23M ﹤0.01%
142,769
+39,553
2553
$6.22M ﹤0.01%
264,606
+18,142
2554
$6.22M ﹤0.01%
128,276
-2,453
2555
$6.18M ﹤0.01%
159,863
+27,168
2556
$6.18M ﹤0.01%
+150,000
2557
$6.17M ﹤0.01%
242,327
+49,294
2558
$6.16M ﹤0.01%
296,454
-131,299
2559
$6.16M ﹤0.01%
96,007
-133,947
2560
$6.16M ﹤0.01%
79,491
-547
2561
$6.15M ﹤0.01%
85,218
+58,610
2562
$6.12M ﹤0.01%
96,499
+41,868
2563
$6.11M ﹤0.01%
124,350
+13,899
2564
$6.11M ﹤0.01%
215,742
+190,557
2565
$6.1M ﹤0.01%
288,526
+50,618
2566
$6.1M ﹤0.01%
111,974
-2,134
2567
$6.09M ﹤0.01%
124,276
-47,809
2568
$6.09M ﹤0.01%
309,530
+15,672
2569
$6.07M ﹤0.01%
110,859
+23,635
2570
$6.07M ﹤0.01%
203,925
-98,571
2571
$6.06M ﹤0.01%
371,797
+112,476
2572
$6.05M ﹤0.01%
111,880
+70,665
2573
$6.05M ﹤0.01%
133,428
+79,508
2574
$6.03M ﹤0.01%
114,527
-104,259
2575
$6.03M ﹤0.01%
236,172
-27,759