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
2926
$3.69M ﹤0.01%
57,354
-92,988
2927
$3.68M ﹤0.01%
89,623
-21,710
2928
$3.68M ﹤0.01%
244,680
+8,811
2929
$3.67M ﹤0.01%
268,199
+188,318
2930
$3.67M ﹤0.01%
75,412
-2,131
2931
$3.67M ﹤0.01%
66,429
+5,990
2932
$3.67M ﹤0.01%
129,804
+2,688
2933
$3.67M ﹤0.01%
164,513
+63,839
2934
$3.66M ﹤0.01%
67,857
+45,604
2935
$3.66M ﹤0.01%
41,360
-256
2936
$3.65M ﹤0.01%
54,222
+25,044
2937
$3.64M ﹤0.01%
97,468
+19,162
2938
$3.63M ﹤0.01%
115,641
-51,087
2939
$3.62M ﹤0.01%
87,223
+43,930
2940
$3.62M ﹤0.01%
101,450
+11,474
2941
$3.61M ﹤0.01%
215,685
-6,402
2942
$3.61M ﹤0.01%
68,966
-6,597
2943
$3.6M ﹤0.01%
272,626
-9,056
2944
$3.6M ﹤0.01%
272,232
+4,878
2945
$3.59M ﹤0.01%
92,404
-172
2946
$3.58M ﹤0.01%
237,557
-11,096
2947
$3.58M ﹤0.01%
68,096
+16,626
2948
$3.58M ﹤0.01%
742,095
+283,958
2949
$3.58M ﹤0.01%
455,945
+129,435
2950
$3.57M ﹤0.01%
54,495
+1,235