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
3101
$2.9M ﹤0.01%
205,121
-123,727
3102
$2.89M ﹤0.01%
177,839
+6,770
3103
$2.89M ﹤0.01%
15,143
-1,744
3104
$2.89M ﹤0.01%
114,255
-418
3105
$2.88M ﹤0.01%
556,455
-96,802
3106
$2.88M ﹤0.01%
160,983
+42,926
3107
$2.87M ﹤0.01%
298,452
+297,206
3108
$2.86M ﹤0.01%
48,760
-35,287
3109
$2.86M ﹤0.01%
119,813
-10,068
3110
$2.85M ﹤0.01%
93,194
+24,475
3111
$2.85M ﹤0.01%
83,478
+8,974
3112
$2.85M ﹤0.01%
42,309
+25,724
3113
$2.84M ﹤0.01%
115,571
-920
3114
$2.84M ﹤0.01%
104,412
+1,600
3115
$2.83M ﹤0.01%
69,933
+26,098
3116
$2.82M ﹤0.01%
199,753
+26,540
3117
$2.82M ﹤0.01%
68,706
-11,894
3118
$2.82M ﹤0.01%
96,870
+21,429
3119
$2.81M ﹤0.01%
272,992
-106,343
3120
$2.8M ﹤0.01%
86,567
-2,697
3121
$2.79M ﹤0.01%
66,978
+60,623
3122
$2.79M ﹤0.01%
660,626
-500
3123
$2.79M ﹤0.01%
210,244
+2,833
3124
$2.79M ﹤0.01%
71,834
-7,950
3125
$2.79M ﹤0.01%
114,979
-12,551