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
3426
$1.75M ﹤0.01%
124,116
-61,397
3427
$1.75M ﹤0.01%
28,700
-5,178
3428
$1.74M ﹤0.01%
34,781
+2,998
3429
$1.74M ﹤0.01%
27,324
+9,154
3430
$1.74M ﹤0.01%
56,399
-1,606
3431
$1.74M ﹤0.01%
49,195
-21,806
3432
$1.73M ﹤0.01%
115,883
-28,934
3433
$1.73M ﹤0.01%
57,808
+37,636
3434
$1.73M ﹤0.01%
37,980
-8,458
3435
$1.73M ﹤0.01%
143,632
+15,621
3436
$1.72M ﹤0.01%
79,206
+808
3437
$1.72M ﹤0.01%
49,395
+49,294
3438
$1.71M ﹤0.01%
65,876
-93
3439
$1.71M ﹤0.01%
83,431
+24,936
3440
$1.71M ﹤0.01%
37,544
+1,980
3441
$1.71M ﹤0.01%
75,817
+549
3442
$1.71M ﹤0.01%
146,055
-3,820
3443
$1.7M ﹤0.01%
63,839
+744
3444
$1.7M ﹤0.01%
126,992
+16,170
3445
$1.7M ﹤0.01%
42,331
-536
3446
$1.7M ﹤0.01%
44,677
+3,241
3447
$1.7M ﹤0.01%
71,361
+31,722
3448
$1.7M ﹤0.01%
40,922
+495
3449
$1.7M ﹤0.01%
281,297
+248,458
3450
$1.7M ﹤0.01%
67,981
+4,675