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
3576
$1.41M ﹤0.01%
68,256
-20,734
3577
$1.41M ﹤0.01%
51,581
+38,350
3578
$1.41M ﹤0.01%
40,384
-8,688
3579
$1.41M ﹤0.01%
253,738
+94,660
3580
$1.4M ﹤0.01%
48,436
+5,602
3581
$1.4M ﹤0.01%
32,652
-99
3582
$1.4M ﹤0.01%
78,387
+2,516
3583
$1.4M ﹤0.01%
137,151
+43,591
3584
$1.39M ﹤0.01%
120,164
+574
3585
$1.39M ﹤0.01%
165,430
+41,635
3586
$1.39M ﹤0.01%
41,708
+1,996
3587
$1.39M ﹤0.01%
51,320
+2,311
3588
$1.38M ﹤0.01%
60,460
-4,978
3589
$1.38M ﹤0.01%
182,513
-17,736
3590
$1.38M ﹤0.01%
14,823
+6,640
3591
$1.38M ﹤0.01%
48,774
+3,586
3592
$1.37M ﹤0.01%
363,144
-45,556
3593
$1.37M ﹤0.01%
59,480
-25,577
3594
$1.37M ﹤0.01%
289,203
+33,567
3595
$1.37M ﹤0.01%
119,863
-5,625
3596
$1.36M ﹤0.01%
49,122
+2,563
3597
$1.35M ﹤0.01%
98,190
-20,972
3598
$1.35M ﹤0.01%
60,380
+942
3599
$1.35M ﹤0.01%
86,490
+15,054
3600
$1.35M ﹤0.01%
37,589
+16,518