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
3076
$2.98M ﹤0.01%
220,950
-25,305
3077
$2.98M ﹤0.01%
170,855
-5,916
3078
$2.98M ﹤0.01%
34,105
+2,646
3079
$2.97M ﹤0.01%
166,947
-274,502
3080
$2.96M ﹤0.01%
45,884
+582
3081
$2.96M ﹤0.01%
157,347
-94,888
3082
$2.96M ﹤0.01%
125,949
-41,873
3083
$2.96M ﹤0.01%
62,322
+33,601
3084
$2.95M ﹤0.01%
123,066
+23,097
3085
$2.95M ﹤0.01%
37,695
+2,840
3086
$2.95M ﹤0.01%
344,043
+1,079
3087
$2.94M ﹤0.01%
209,925
+834
3088
$2.94M ﹤0.01%
43,218
+332
3089
$2.93M ﹤0.01%
289,730
+181,046
3090
$2.93M ﹤0.01%
82,498
+29,539
3091
$2.93M ﹤0.01%
117,525
+5,827
3092
$2.92M ﹤0.01%
353,680
-92,556
3093
$2.92M ﹤0.01%
144,141
+75,148
3094
$2.92M ﹤0.01%
95,003
+73,468
3095
$2.92M ﹤0.01%
580,871
+43,240
3096
$2.91M ﹤0.01%
161,863
+102,362
3097
$2.91M ﹤0.01%
146,528
+45,183
3098
$2.91M ﹤0.01%
473,180
-28,550
3099
$2.91M ﹤0.01%
118,406
-12,340
3100
$2.91M ﹤0.01%
57,140
+115