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
3451
$1.7M ﹤0.01%
93,054
+29,133
3452
$1.69M ﹤0.01%
191,073
+152,189
3453
$1.69M ﹤0.01%
50,481
-44,135
3454
$1.69M ﹤0.01%
23,405
-732
3455
$1.69M ﹤0.01%
73,299
+38,720
3456
$1.68M ﹤0.01%
60,233
+611
3457
$1.68M ﹤0.01%
127,165
-37,535
3458
$1.68M ﹤0.01%
86,601
-532
3459
$1.68M ﹤0.01%
49,775
+13,684
3460
$1.67M ﹤0.01%
252,559
-7,859
3461
$1.67M ﹤0.01%
126,518
+47,939
3462
$1.67M ﹤0.01%
69,350
+1,746
3463
$1.67M ﹤0.01%
98,358
-10,811
3464
$1.66M ﹤0.01%
48,692
+662
3465
$1.65M ﹤0.01%
61,552
+3,515
3466
$1.65M ﹤0.01%
27,828
-3,736
3467
$1.65M ﹤0.01%
46,565
-35,073
3468
$1.65M ﹤0.01%
161,529
-17,483
3469
$1.64M ﹤0.01%
321,099
+22,516
3470
$1.64M ﹤0.01%
36,939
-2,584
3471
$1.64M ﹤0.01%
68,002
-350
3472
$1.64M ﹤0.01%
57,096
+11,542
3473
$1.64M ﹤0.01%
33,580
-2,375
3474
$1.64M ﹤0.01%
35,374
+31,426
3475
$1.64M ﹤0.01%
51,786
-4,296