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
3526
$1.53M ﹤0.01%
36,881
+658
3527
$1.52M ﹤0.01%
556,995
+14,706
3528
$1.52M ﹤0.01%
60,147
+23,990
3529
$1.52M ﹤0.01%
69,189
-3,707
3530
$1.51M ﹤0.01%
30,221
+27,819
3531
$1.51M ﹤0.01%
105,917
-105,221
3532
$1.51M ﹤0.01%
26,996
-4,632
3533
$1.51M ﹤0.01%
68,102
+19,091
3534
$1.51M ﹤0.01%
35,134
-994
3535
$1.51M ﹤0.01%
91,563
+37,641
3536
$1.51M ﹤0.01%
45,522
+1,818
3537
$1.51M ﹤0.01%
108,489
-6,303
3538
$1.51M ﹤0.01%
90,720
+14,197
3539
$1.5M ﹤0.01%
55,111
+2,374
3540
$1.5M ﹤0.01%
2,566
-1,268
3541
$1.5M ﹤0.01%
103,180
+27,883
3542
$1.5M ﹤0.01%
169,406
-148,248
3543
$1.5M ﹤0.01%
92,369
-4,142
3544
$1.5M ﹤0.01%
52,598
+32,259
3545
$1.49M ﹤0.01%
19,859
-1,034
3546
$1.48M ﹤0.01%
92,974
-5,844
3547
$1.48M ﹤0.01%
40,635
-2,173
3548
$1.48M ﹤0.01%
9,879
+9,673
3549
$1.47M ﹤0.01%
38,201
-52,197
3550
$1.47M ﹤0.01%
46,952
-20,484