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
3276
$2.24M ﹤0.01%
97,300
-14,026
3277
$2.23M ﹤0.01%
72,086
+31,985
3278
$2.23M ﹤0.01%
70,666
+20,273
3279
$2.23M ﹤0.01%
145,009
+134,801
3280
$2.23M ﹤0.01%
134,997
+7,056
3281
$2.23M ﹤0.01%
64,692
+4,174
3282
$2.22M ﹤0.01%
42,130
+4,857
3283
$2.22M ﹤0.01%
64,550
+3,121
3284
$2.22M ﹤0.01%
93,663
-824
3285
$2.22M ﹤0.01%
179,459
+4,371
3286
$2.21M ﹤0.01%
133,590
+3,104
3287
$2.21M ﹤0.01%
96,831
+6,500
3288
$2.21M ﹤0.01%
45,769
+17,519
3289
$2.21M ﹤0.01%
70,276
-28,329
3290
$2.2M ﹤0.01%
233,634
-24,225
3291
$2.2M ﹤0.01%
72,584
+2,072
3292
$2.2M ﹤0.01%
139,392
-19,754
3293
$2.19M ﹤0.01%
46,177
-3,711
3294
$2.18M ﹤0.01%
80,739
-132,529
3295
$2.18M ﹤0.01%
45,165
-8
3296
$2.18M ﹤0.01%
128,682
+46,606
3297
$2.17M ﹤0.01%
234,530
+9,226
3298
$2.17M ﹤0.01%
161,361
+23,407
3299
$2.17M ﹤0.01%
30,143
-5,969
3300
$2.16M ﹤0.01%
108,669
+35,280