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
2701
$5.2M ﹤0.01%
220,999
+108,990
2702
$5.2M ﹤0.01%
184,590
+117,021
2703
$5.17M ﹤0.01%
636,158
-352,989
2704
$5.17M ﹤0.01%
199,891
-107,207
2705
$5.17M ﹤0.01%
155,369
+116,612
2706
$5.17M ﹤0.01%
1,844,615
+133,581
2707
$5.16M ﹤0.01%
552,207
+498,601
2708
$5.16M ﹤0.01%
411,986
+164,047
2709
$5.15M ﹤0.01%
219,181
+4,258
2710
$5.13M ﹤0.01%
158,702
+3,313
2711
$5.13M ﹤0.01%
191,638
+13,612
2712
$5.12M ﹤0.01%
301,980
+27,507
2713
$5.11M ﹤0.01%
455,212
+90,887
2714
$5.09M ﹤0.01%
387,885
-59,467
2715
$5.07M ﹤0.01%
359,812
-84,725
2716
$5.06M ﹤0.01%
99,872
-16,672
2717
$5.06M ﹤0.01%
122,205
+43,609
2718
$5.05M ﹤0.01%
40,511
+21,752
2719
$5.04M ﹤0.01%
289,877
+42,840
2720
$5.02M ﹤0.01%
204,584
+1,538
2721
$5.02M ﹤0.01%
384,584
+137,991
2722
$5.02M ﹤0.01%
208,958
+10,330
2723
$5M ﹤0.01%
131,650
+100
2724
$4.98M ﹤0.01%
167,136
-3,800
2725
$4.98M ﹤0.01%
202,245
+7,066