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
3301
$2.15M ﹤0.01%
278,545
-6,354
3302
$2.15M ﹤0.01%
288,954
-26,441
3303
$2.15M ﹤0.01%
15,967
+7,456
3304
$2.14M ﹤0.01%
50,090
-5,399
3305
$2.14M ﹤0.01%
56,605
+660
3306
$2.13M ﹤0.01%
111,865
+27,283
3307
$2.13M ﹤0.01%
18,862
-2,932
3308
$2.12M ﹤0.01%
66,467
-58,922
3309
$2.11M ﹤0.01%
107,231
+4,864
3310
$2.11M ﹤0.01%
53,736
-35,478
3311
$2.1M ﹤0.01%
102,778
-3,000
3312
$2.1M ﹤0.01%
273,647
-399,193
3313
$2.1M ﹤0.01%
58,344
-18,832
3314
$2.1M ﹤0.01%
186,299
+108,673
3315
$2.09M ﹤0.01%
71,841
+16,689
3316
$2.09M ﹤0.01%
85,629
+2,835
3317
$2.09M ﹤0.01%
160,960
-8,333
3318
$2.08M ﹤0.01%
150,949
-129,936
3319
$2.08M ﹤0.01%
171,274
+66,447
3320
$2.08M ﹤0.01%
60,584
+30,190
3321
$2.07M ﹤0.01%
62,469
+13,669
3322
$2.07M ﹤0.01%
54,233
+49,481
3323
$2.06M ﹤0.01%
160,508
+14,455
3324
$2.05M ﹤0.01%
67,980
+11,134
3325
$2.04M ﹤0.01%
71,070
+27,929