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
3501
$1.58M ﹤0.01%
83,643
+17,492
3502
$1.57M ﹤0.01%
82,826
+7,231
3503
$1.57M ﹤0.01%
121,770
+44,140
3504
$1.57M ﹤0.01%
36,046
-86,541
3505
$1.57M ﹤0.01%
121,245
-3,383
3506
$1.57M ﹤0.01%
295,671
+1,991
3507
$1.57M ﹤0.01%
46,690
+809
3508
$1.57M ﹤0.01%
63,740
+7,702
3509
$1.57M ﹤0.01%
53,148
-598
3510
$1.57M ﹤0.01%
18,359
+17,634
3511
$1.56M ﹤0.01%
19,949
+10,027
3512
$1.56M ﹤0.01%
279,752
+56,009
3513
$1.56M ﹤0.01%
+108,606
3514
$1.56M ﹤0.01%
95,887
+11,584
3515
$1.55M ﹤0.01%
254,196
+12,869
3516
$1.55M ﹤0.01%
120,936
+5,396
3517
$1.55M ﹤0.01%
150,588
-6,092
3518
$1.55M ﹤0.01%
54,204
+43,350
3519
$1.55M ﹤0.01%
45,595
+2,173
3520
$1.54M ﹤0.01%
62,637
+4,966
3521
$1.54M ﹤0.01%
36,846
+15,289
3522
$1.53M ﹤0.01%
46,811
+4,356
3523
$1.53M ﹤0.01%
75,103
+2,938
3524
$1.53M ﹤0.01%
81,210
+1,398
3525
$1.53M ﹤0.01%
80,938
-7,611