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
3701
$1.13M ﹤0.01%
50,668
+26,644
3702
$1.13M ﹤0.01%
186,833
-39,524
3703
$1.13M ﹤0.01%
17,050
+9,440
3704
$1.13M ﹤0.01%
131,160
+98,238
3705
$1.13M ﹤0.01%
79,214
-54,660
3706
$1.12M ﹤0.01%
18,546
+1,273
3707
$1.12M ﹤0.01%
+49,612
3708
$1.12M ﹤0.01%
261,226
-94,781
3709
$1.12M ﹤0.01%
77,178
-10,133
3710
$1.12M ﹤0.01%
27,373
+12,339
3711
$1.11M ﹤0.01%
88,137
+10,790
3712
$1.1M ﹤0.01%
87,513
-12,176
3713
$1.1M ﹤0.01%
24,447
-218,640
3714
$1.1M ﹤0.01%
30,125
+35
3715
$1.1M ﹤0.01%
62,830
+30,576
3716
$1.09M ﹤0.01%
70,607
-37,132
3717
$1.09M ﹤0.01%
269,249
-5,471
3718
$1.09M ﹤0.01%
124,711
+482
3719
$1.08M ﹤0.01%
26,989
+20,740
3720
$1.08M ﹤0.01%
39,165
+34,758
3721
$1.08M ﹤0.01%
22,836
+1,737
3722
$1.07M ﹤0.01%
141,896
+21,694
3723
$1.07M ﹤0.01%
7,227
+700
3724
$1.07M ﹤0.01%
54,856
+22,156
3725
$1.07M ﹤0.01%
27,741
+7,502