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
3551
$1.47M ﹤0.01%
108,984
-23,623
3552
$1.47M ﹤0.01%
187,649
-32,915
3553
$1.47M ﹤0.01%
93,945
+47,683
3554
$1.47M ﹤0.01%
127,673
+34,674
3555
$1.46M ﹤0.01%
47,214
+5,067
3556
$1.46M ﹤0.01%
124,800
+18,942
3557
$1.46M ﹤0.01%
53,823
+658
3558
$1.46M ﹤0.01%
83,772
+5
3559
$1.46M ﹤0.01%
21,807
-6,768
3560
$1.45M ﹤0.01%
160,782
-14,314
3561
$1.45M ﹤0.01%
96,293
-1,307
3562
$1.45M ﹤0.01%
427,347
+30,096
3563
$1.45M ﹤0.01%
38,361
-2,276
3564
$1.44M ﹤0.01%
56,452
+20,290
3565
$1.44M ﹤0.01%
76,348
-4,734
3566
$1.43M ﹤0.01%
116,967
-4,118
3567
$1.43M ﹤0.01%
50,026
+11,491
3568
$1.43M ﹤0.01%
133,620
+13,129
3569
$1.43M ﹤0.01%
349,360
+1,155
3570
$1.43M ﹤0.01%
134,553
+11,511
3571
$1.43M ﹤0.01%
49,466
-7,909
3572
$1.42M ﹤0.01%
12,267
+134
3573
$1.42M ﹤0.01%
34,822
-5,332
3574
$1.42M ﹤0.01%
13,543
+7,116
3575
$1.42M ﹤0.01%
98,288
-14,223