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
3601
$1.35M ﹤0.01%
64,774
+63,875
3602
$1.34M ﹤0.01%
97,961
-4,037
3603
$1.33M ﹤0.01%
84,289
-102,703
3604
$1.33M ﹤0.01%
8,379
-697
3605
$1.33M ﹤0.01%
88,526
-14,785
3606
$1.33M ﹤0.01%
253,536
-5,887
3607
$1.33M ﹤0.01%
48,302
+1,985
3608
$1.32M ﹤0.01%
5,123
-16,488
3609
$1.32M ﹤0.01%
26,477
+5,944
3610
$1.32M ﹤0.01%
6,892
-1,761
3611
$1.32M ﹤0.01%
78,349
-17,816
3612
$1.31M ﹤0.01%
73,916
+24,902
3613
$1.31M ﹤0.01%
154,663
-23,542
3614
$1.31M ﹤0.01%
51,738
-4,673
3615
$1.31M ﹤0.01%
102,725
+1,739
3616
$1.3M ﹤0.01%
96,321
+41,224
3617
$1.3M ﹤0.01%
168,140
-26,788
3618
$1.3M ﹤0.01%
31,965
-4,946
3619
$1.3M ﹤0.01%
216,112
-75,084
3620
$1.3M ﹤0.01%
13,462
+60
3621
$1.3M ﹤0.01%
70,483
+9,094
3622
$1.3M ﹤0.01%
110,049
-2,548
3623
$1.3M ﹤0.01%
45,730
-2,932
3624
$1.3M ﹤0.01%
67,126
+12,175
3625
$1.29M ﹤0.01%
36,302
+34,574