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
3326
$2.04M ﹤0.01%
71,027
+3,753
3327
$2.03M ﹤0.01%
40,065
+8,854
3328
$2.03M ﹤0.01%
31,598
-6,232
3329
$2.03M ﹤0.01%
118,735
-64,180
3330
$2.03M ﹤0.01%
203,852
-16,759
3331
$2.03M ﹤0.01%
103,858
+977
3332
$2.02M ﹤0.01%
82,974
-27,660
3333
$2.02M ﹤0.01%
139,224
+60,860
3334
$2.02M ﹤0.01%
82,781
-75
3335
$2.01M ﹤0.01%
98,098
-49,629
3336
$2.01M ﹤0.01%
39,741
+771
3337
$2.01M ﹤0.01%
83,497
-1,254
3338
$2.01M ﹤0.01%
192,474
+306
3339
$2.01M ﹤0.01%
23,218
+15,392
3340
$2M ﹤0.01%
75,207
-10,825
3341
$2M ﹤0.01%
87,128
-1,220
3342
$2M ﹤0.01%
450,396
+6,259
3343
$2M ﹤0.01%
107,319
-455,602
3344
$2M ﹤0.01%
82,364
-36,404
3345
$2M ﹤0.01%
156,399
-1,627
3346
$1.99M ﹤0.01%
118,250
+66,041
3347
$1.99M ﹤0.01%
67,505
+31,430
3348
$1.99M ﹤0.01%
125,760
+5,206
3349
$1.98M ﹤0.01%
210,856
+17,307
3350
$1.98M ﹤0.01%
76,024
+74,406