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
2751
$4.78M ﹤0.01%
89,182
+3,466
2752
$4.76M ﹤0.01%
338,612
+107,673
2753
$4.76M ﹤0.01%
548,981
-137,139
2754
$4.76M ﹤0.01%
400,346
+121,178
2755
$4.74M ﹤0.01%
454,720
+5,576
2756
$4.74M ﹤0.01%
214,086
-1,955
2757
$4.73M ﹤0.01%
176,692
-18,621
2758
$4.73M ﹤0.01%
183,954
-85,508
2759
$4.72M ﹤0.01%
207,049
+41,905
2760
$4.71M ﹤0.01%
78,038
-291
2761
$4.71M ﹤0.01%
113,972
-23,013
2762
$4.71M ﹤0.01%
87,227
+56,022
2763
$4.71M ﹤0.01%
134,389
+19,621
2764
$4.7M ﹤0.01%
116,125
+13,715
2765
$4.7M ﹤0.01%
151,656
+14,403
2766
$4.69M ﹤0.01%
176,016
-5,748
2767
$4.69M ﹤0.01%
165,924
+18,079
2768
$4.69M ﹤0.01%
178,483
+979
2769
$4.68M ﹤0.01%
1,649
-392
2770
$4.67M ﹤0.01%
135,733
+82,889
2771
$4.67M ﹤0.01%
87,192
+56,111
2772
$4.67M ﹤0.01%
323,254
+67,381
2773
$4.67M ﹤0.01%
208,902
-35,141
2774
$4.67M ﹤0.01%
86,896
+64,365
2775
$4.66M ﹤0.01%
86,751
+3,792