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
3251
$2.33M ﹤0.01%
319,600
-160,650
3252
$2.33M ﹤0.01%
86,437
+6,681
3253
$2.33M ﹤0.01%
176,167
-4,581
3254
$2.31M ﹤0.01%
58,470
-5,205
3255
$2.31M ﹤0.01%
38,785
+18,429
3256
$2.3M ﹤0.01%
86,100
+8,010
3257
$2.3M ﹤0.01%
90,862
+2,164
3258
$2.3M ﹤0.01%
87,600
+11,257
3259
$2.3M ﹤0.01%
41,259
-1,618
3260
$2.29M ﹤0.01%
102,756
+2,620
3261
$2.29M ﹤0.01%
68,415
-19,459
3262
$2.28M ﹤0.01%
170,644
+14,698
3263
$2.28M ﹤0.01%
437,427
-6,700
3264
$2.28M ﹤0.01%
69,148
+16,366
3265
$2.27M ﹤0.01%
84,313
-11,989
3266
$2.27M ﹤0.01%
77,916
+17,910
3267
$2.27M ﹤0.01%
55,790
-148
3268
$2.26M ﹤0.01%
49,265
-36,903
3269
$2.26M ﹤0.01%
16,824
+765
3270
$2.26M ﹤0.01%
43,757
+7,111
3271
$2.25M ﹤0.01%
204,755
+37,092
3272
$2.25M ﹤0.01%
61,347
-2,983
3273
$2.25M ﹤0.01%
51,703
+11,764
3274
$2.25M ﹤0.01%
151,702
-30,809
3275
$2.24M ﹤0.01%
89,036
-1,053