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
3001
$3.32M ﹤0.01%
102,488
+2,578
3002
$3.31M ﹤0.01%
404,274
+88,105
3003
$3.31M ﹤0.01%
8,015
+2,990
3004
$3.29M ﹤0.01%
121,591
+121,555
3005
$3.29M ﹤0.01%
105,595
+17,009
3006
$3.29M ﹤0.01%
92,131
+49,453
3007
$3.28M ﹤0.01%
264,311
+45,049
3008
$3.28M ﹤0.01%
67,425
+49,202
3009
$3.27M ﹤0.01%
153,056
+29,464
3010
$3.27M ﹤0.01%
237,980
-55,209
3011
$3.27M ﹤0.01%
101,683
+5,802
3012
$3.26M ﹤0.01%
113,759
+8,977
3013
$3.25M ﹤0.01%
121,608
-92,086
3014
$3.25M ﹤0.01%
231,672
+90,119
3015
$3.25M ﹤0.01%
95,063
-121,270
3016
$3.24M ﹤0.01%
35,294
+25,045
3017
$3.24M ﹤0.01%
52,560
+4,589
3018
$3.24M ﹤0.01%
291,054
+128,514
3019
$3.24M ﹤0.01%
94,244
+1,293
3020
$3.23M ﹤0.01%
38,809
-1,668
3021
$3.23M ﹤0.01%
353,512
+109,925
3022
$3.23M ﹤0.01%
57,142
+36,878
3023
$3.22M ﹤0.01%
153,452
+149,135
3024
$3.22M ﹤0.01%
90,823
-67,694
3025
$3.22M ﹤0.01%
251,838
-14,290