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
3176
$2.6M ﹤0.01%
82,011
-119
3177
$2.6M ﹤0.01%
94,432
+11,854
3178
$2.59M ﹤0.01%
68,174
-9,726
3179
$2.59M ﹤0.01%
59,086
+10,937
3180
$2.58M ﹤0.01%
166,140
-17,602
3181
$2.58M ﹤0.01%
170,061
+10,864
3182
$2.58M ﹤0.01%
+99,900
3183
$2.57M ﹤0.01%
58,101
+23,286
3184
$2.57M ﹤0.01%
61,634
-2,459
3185
$2.56M ﹤0.01%
131,572
-27,707
3186
$2.56M ﹤0.01%
48,532
+14,076
3187
$2.55M ﹤0.01%
78,593
+15,320
3188
$2.55M ﹤0.01%
253,481
+178,170
3189
$2.54M ﹤0.01%
102,261
+16,060
3190
$2.53M ﹤0.01%
122,906
+11,100
3191
$2.53M ﹤0.01%
54,739
+5,255
3192
$2.53M ﹤0.01%
166,209
+5,764
3193
$2.53M ﹤0.01%
81,875
+15,509
3194
$2.53M ﹤0.01%
118,221
+57,393
3195
$2.52M ﹤0.01%
102,780
+772
3196
$2.52M ﹤0.01%
140,774
+7,708
3197
$2.52M ﹤0.01%
109,010
+13,218
3198
$2.51M ﹤0.01%
76,156
-141
3199
$2.5M ﹤0.01%
70,070
+8,744
3200
$2.5M ﹤0.01%
155,223
-305,133