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
3051
$3.09M ﹤0.01%
201,760
+114,031
3052
$3.08M ﹤0.01%
103,596
+15,125
3053
$3.08M ﹤0.01%
187,316
+21,218
3054
$3.07M ﹤0.01%
74,876
+46,706
3055
$3.07M ﹤0.01%
53,537
-33,950
3056
$3.06M ﹤0.01%
80,971
+11,765
3057
$3.06M ﹤0.01%
152,205
+31,258
3058
$3.06M ﹤0.01%
23,030
+3,825
3059
$3.05M ﹤0.01%
94,119
+17,557
3060
$3.05M ﹤0.01%
161,254
+10,717
3061
$3.05M ﹤0.01%
115,622
-18,375
3062
$3.05M ﹤0.01%
32,047
-1,659
3063
$3.04M ﹤0.01%
126,359
-167,003
3064
$3.04M ﹤0.01%
111,430
+73,136
3065
$3.04M ﹤0.01%
67,902
+3,259
3066
$3.03M ﹤0.01%
175,014
+3,257
3067
$3.03M ﹤0.01%
220,935
+32,683
3068
$3.03M ﹤0.01%
61,184
+9,107
3069
$3.02M ﹤0.01%
106,935
+8,072
3070
$3.02M ﹤0.01%
87,967
+26,476
3071
$3.01M ﹤0.01%
49,409
-7,467
3072
$3.01M ﹤0.01%
75,028
-37,065
3073
$3.01M ﹤0.01%
67,010
+19,982
3074
$3M ﹤0.01%
145,639
-8,938
3075
$2.98M ﹤0.01%
66,640
+6,335