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
3126
$2.78M ﹤0.01%
148,699
-81,292
3127
$2.78M ﹤0.01%
132,241
-9,929
3128
$2.78M ﹤0.01%
58,091
+5,292
3129
$2.77M ﹤0.01%
104,917
+103,320
3130
$2.77M ﹤0.01%
718,254
-609,078
3131
$2.77M ﹤0.01%
87,651
+109
3132
$2.76M ﹤0.01%
127,971
+26,570
3133
$2.76M ﹤0.01%
252,996
-2,735
3134
$2.75M ﹤0.01%
324,485
-7,232
3135
$2.75M ﹤0.01%
144,918
+7,519
3136
$2.74M ﹤0.01%
60,319
+12,367
3137
$2.74M ﹤0.01%
46,164
-2,198
3138
$2.74M ﹤0.01%
70,266
+31,172
3139
$2.74M ﹤0.01%
94,323
-2,370
3140
$2.74M ﹤0.01%
487,749
+101,457
3141
$2.74M ﹤0.01%
119,835
+71,017
3142
$2.73M ﹤0.01%
12,855
+3,643
3143
$2.73M ﹤0.01%
69,067
+2,087
3144
$2.73M ﹤0.01%
164,887
+23,406
3145
$2.73M ﹤0.01%
403,609
-7,511
3146
$2.73M ﹤0.01%
298,302
+116,385
3147
$2.72M ﹤0.01%
183,934
+819
3148
$2.72M ﹤0.01%
42,810
+433
3149
$2.71M ﹤0.01%
86,844
+11,583
3150
$2.71M ﹤0.01%
262,331
-244,231