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
2726
$4.97M ﹤0.01%
369,487
+120,550
2727
$4.97M ﹤0.01%
418,778
+70,691
2728
$4.95M ﹤0.01%
107,460
+32,936
2729
$4.93M ﹤0.01%
184,420
-17,328
2730
$4.93M ﹤0.01%
575,618
-38,362
2731
$4.92M ﹤0.01%
126,873
+40,903
2732
$4.92M ﹤0.01%
260,530
+91,925
2733
$4.9M ﹤0.01%
176,128
+122,782
2734
$4.9M ﹤0.01%
168,924
+9,696
2735
$4.9M ﹤0.01%
187,609
+32,907
2736
$4.9M ﹤0.01%
135,949
+2,154
2737
$4.89M ﹤0.01%
110,925
-8,389
2738
$4.89M ﹤0.01%
437,349
-444,730
2739
$4.89M ﹤0.01%
422,588
+30,980
2740
$4.88M ﹤0.01%
269,295
-600
2741
$4.88M ﹤0.01%
46,023
-21,272
2742
$4.87M ﹤0.01%
+4,555
2743
$4.86M ﹤0.01%
77,917
+53,358
2744
$4.84M ﹤0.01%
43,282
+2,430
2745
$4.84M ﹤0.01%
97,269
+6,412
2746
$4.84M ﹤0.01%
76,441
-7,640
2747
$4.82M ﹤0.01%
307,125
+291,380
2748
$4.8M ﹤0.01%
121,547
+30,907
2749
$4.79M ﹤0.01%
96,286
-62,469
2750
$4.78M ﹤0.01%
372,423
+10,755