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
3151
$2.71M ﹤0.01%
506,317
-2,103
3152
$2.71M ﹤0.01%
81,514
+45,456
3153
$2.71M ﹤0.01%
65,245
+36,133
3154
$2.71M ﹤0.01%
62,609
+10,788
3155
$2.7M ﹤0.01%
265,108
-7,686
3156
$2.69M ﹤0.01%
71,290
+7,763
3157
$2.69M ﹤0.01%
200,421
-34,143
3158
$2.67M ﹤0.01%
111,232
-9,715
3159
$2.67M ﹤0.01%
72,888
-85,533
3160
$2.67M ﹤0.01%
177,755
+4,270
3161
$2.65M ﹤0.01%
145,159
-7,240
3162
$2.65M ﹤0.01%
86,845
-16,530
3163
$2.65M ﹤0.01%
128,580
+2,172
3164
$2.65M ﹤0.01%
67,039
+23,503
3165
$2.64M ﹤0.01%
171,472
-7,756
3166
$2.63M ﹤0.01%
56,868
+20,119
3167
$2.63M ﹤0.01%
72,667
-7,009
3168
$2.62M ﹤0.01%
195,250
+21,327
3169
$2.62M ﹤0.01%
354,712
+35,265
3170
$2.62M ﹤0.01%
73,819
+65,671
3171
$2.61M ﹤0.01%
102,049
+9,222
3172
$2.61M ﹤0.01%
172,000
3173
$2.61M ﹤0.01%
105,651
+86,219
3174
$2.6M ﹤0.01%
113,631
+46,263
3175
$2.6M ﹤0.01%
133,752
-113,322