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
3351
$1.98M ﹤0.01%
69,841
-249
3352
$1.98M ﹤0.01%
65,551
-2,028
3353
$1.97M ﹤0.01%
9,025
+9,011
3354
$1.97M ﹤0.01%
131,113
-1,455
3355
$1.97M ﹤0.01%
123,420
+15,830
3356
$1.97M ﹤0.01%
91,614
+17,711
3357
$1.97M ﹤0.01%
33,984
+3,998
3358
$1.96M ﹤0.01%
154,297
+53,680
3359
$1.96M ﹤0.01%
45,209
-21,781
3360
$1.95M ﹤0.01%
139,465
-10,138
3361
$1.94M ﹤0.01%
5,572
+362
3362
$1.94M ﹤0.01%
157,824
-3,471
3363
$1.93M ﹤0.01%
20,813
+202
3364
$1.93M ﹤0.01%
125,728
+10,769
3365
$1.93M ﹤0.01%
13,069
-2,290
3366
$1.92M ﹤0.01%
19,398
+5,134
3367
$1.92M ﹤0.01%
111,437
+8,838
3368
$1.92M ﹤0.01%
162,309
-21,569
3369
$1.92M ﹤0.01%
77,988
+2,450
3370
$1.92M ﹤0.01%
88,859
+18,356
3371
$1.91M ﹤0.01%
73,158
+66,774
3372
$1.91M ﹤0.01%
83,674
+34,321
3373
$1.91M ﹤0.01%
24,154
+15,241
3374
$1.91M ﹤0.01%
127,379
-4,214
3375
$1.9M ﹤0.01%
144,342
-37,925