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
2576
$6.02M ﹤0.01%
280,255
-27,449
2577
$6.02M ﹤0.01%
384,877
+62,925
2578
$6.02M ﹤0.01%
208,695
+57,420
2579
$6.02M ﹤0.01%
+354,900
2580
$6.02M ﹤0.01%
358,549
+78,920
2581
$6.01M ﹤0.01%
356,361
-12,270
2582
$6M ﹤0.01%
420,292
+219,645
2583
$6M ﹤0.01%
448,084
-11,933
2584
$5.98M ﹤0.01%
193,123
+117,626
2585
$5.96M ﹤0.01%
36,886
-28,080
2586
$5.96M ﹤0.01%
190,049
+13,217
2587
$5.94M ﹤0.01%
465,370
+13,920
2588
$5.94M ﹤0.01%
84,673
+57,818
2589
$5.94M ﹤0.01%
258,734
+119,156
2590
$5.93M ﹤0.01%
+459,374
2591
$5.93M ﹤0.01%
150,944
-52,661
2592
$5.93M ﹤0.01%
64,706
+25,609
2593
$5.92M ﹤0.01%
241,705
-3,025
2594
$5.92M ﹤0.01%
526,087
+80,084
2595
$5.91M ﹤0.01%
98,052
+33,665
2596
$5.9M ﹤0.01%
57,945
-1,004
2597
$5.9M ﹤0.01%
239,273
+89,097
2598
$5.89M ﹤0.01%
179,483
-72,580
2599
$5.89M ﹤0.01%
400,609
+19,263
2600
$5.88M ﹤0.01%
261,960
+27,400