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
2651
$5.57M ﹤0.01%
336,380
+101,372
2652
$5.56M ﹤0.01%
167,559
-252,106
2653
$5.56M ﹤0.01%
91,033
+19,154
2654
$5.54M ﹤0.01%
72,436
+18,769
2655
$5.53M ﹤0.01%
68,621
+5,469
2656
$5.53M ﹤0.01%
226,237
-82,390
2657
$5.52M ﹤0.01%
244,224
+47,402
2658
$5.52M ﹤0.01%
227,676
-77,022
2659
$5.51M ﹤0.01%
189,960
+72,244
2660
$5.5M ﹤0.01%
146,997
-138,903
2661
$5.5M ﹤0.01%
227,980
+96,796
2662
$5.49M ﹤0.01%
533,740
+196,621
2663
$5.48M ﹤0.01%
216,185
+58,558
2664
$5.48M ﹤0.01%
83,358
+4,762
2665
$5.48M ﹤0.01%
158,843
+27,023
2666
$5.46M ﹤0.01%
346,198
-40,605
2667
$5.45M ﹤0.01%
88,849
-48,079
2668
$5.45M ﹤0.01%
625,863
+155,747
2669
$5.43M ﹤0.01%
56,075
-17,400
2670
$5.43M ﹤0.01%
176,214
+68,335
2671
$5.42M ﹤0.01%
406,590
+150,544
2672
$5.41M ﹤0.01%
193,369
+95,184
2673
$5.41M ﹤0.01%
139,178
-23,809
2674
$5.39M ﹤0.01%
152,612
-932
2675
$5.38M ﹤0.01%
538,146
+32,232