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
2601
$5.87M ﹤0.01%
197,578
+45,430
2602
$5.86M ﹤0.01%
89,204
-4,013
2603
$5.85M ﹤0.01%
160,131
+32,727
2604
$5.85M ﹤0.01%
131,231
+61,406
2605
$5.85M ﹤0.01%
201,650
+201,105
2606
$5.84M ﹤0.01%
307,453
+10,692
2607
$5.84M ﹤0.01%
92,977
+5,665
2608
$5.84M ﹤0.01%
101,121
+11,596
2609
$5.83M ﹤0.01%
190,549
+67,924
2610
$5.83M ﹤0.01%
44,926
+3,683
2611
$5.83M ﹤0.01%
59,132
+21,584
2612
$5.83M ﹤0.01%
324,257
+186,498
2613
$5.81M ﹤0.01%
409,755
-24,309
2614
$5.8M ﹤0.01%
428,149
-46,620
2615
$5.8M ﹤0.01%
306,351
-135,020
2616
$5.8M ﹤0.01%
211,232
+58,647
2617
$5.79M ﹤0.01%
285,170
+41
2618
$5.78M ﹤0.01%
390,260
+5,255
2619
$5.78M ﹤0.01%
428,185
+127,220
2620
$5.78M ﹤0.01%
101,076
+31,172
2621
$5.78M ﹤0.01%
68,804
+54,128
2622
$5.77M ﹤0.01%
13,603
+12,432
2623
$5.77M ﹤0.01%
774,938
+745,435
2624
$5.75M ﹤0.01%
138,480
-52,752
2625
$5.74M ﹤0.01%
94,231
-13,837