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
3651
$1.25M ﹤0.01%
54,960
-316
3652
$1.24M ﹤0.01%
59,595
+13,102
3653
$1.24M ﹤0.01%
132,045
+41,719
3654
$1.24M ﹤0.01%
28,687
-558
3655
$1.23M ﹤0.01%
59,518
-329
3656
$1.23M ﹤0.01%
70,676
-455
3657
$1.23M ﹤0.01%
77,865
+35,063
3658
$1.23M ﹤0.01%
72,590
-490
3659
$1.22M ﹤0.01%
64,330
+25,674
3660
$1.22M ﹤0.01%
119,462
+22,249
3661
$1.22M ﹤0.01%
17,379
-2,006
3662
$1.21M ﹤0.01%
27,009
-3,882
3663
$1.21M ﹤0.01%
103,483
+1,375
3664
$1.21M ﹤0.01%
56,295
-11,055
3665
$1.2M ﹤0.01%
46,585
+11,087
3666
$1.2M ﹤0.01%
90,441
+72,768
3667
$1.2M ﹤0.01%
69,243
-25,438
3668
$1.2M ﹤0.01%
74,019
+36,486
3669
$1.19M ﹤0.01%
45,359
-34,744
3670
$1.19M ﹤0.01%
91,486
+52,976
3671
$1.19M ﹤0.01%
46,646
+1,338
3672
$1.19M ﹤0.01%
176,431
+63,020
3673
$1.19M ﹤0.01%
36,848
-10,234
3674
$1.19M ﹤0.01%
25,157
-994
3675
$1.19M ﹤0.01%
16,425
+416