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
3751
$1.03M ﹤0.01%
9,682
+784
3752
$1.03M ﹤0.01%
72,316
+15,218
3753
$1.03M ﹤0.01%
63,392
+6,981
3754
$1.02M ﹤0.01%
67,871
+5,319
3755
$1.02M ﹤0.01%
47,610
+13,476
3756
$1.02M ﹤0.01%
158,310
-18,425
3757
$1.02M ﹤0.01%
112,408
+10,649
3758
$1.01M ﹤0.01%
41,604
+1,389
3759
$1.01M ﹤0.01%
51,141
+19,278
3760
$1.01M ﹤0.01%
113,756
+47
3761
$1.01M ﹤0.01%
21,521
+703
3762
$1.01M ﹤0.01%
103,285
+13,638
3763
$1M ﹤0.01%
37,058
-8,246
3764
$1M ﹤0.01%
63,948
-5,705
3765
$1M ﹤0.01%
35,640
-33,296
3766
$999K ﹤0.01%
116,070
-93,260
3767
$998K ﹤0.01%
32,128
-47,258
3768
$990K ﹤0.01%
67,934
+23,363
3769
$988K ﹤0.01%
10,708
-33,622
3770
$984K ﹤0.01%
65,963
-529
3771
$983K ﹤0.01%
30,339
+363
3772
$982K ﹤0.01%
19,995
-18,515
3773
$979K ﹤0.01%
35,116
-5,016
3774
$979K ﹤0.01%
58,875
+33,846
3775
$979K ﹤0.01%
76,140
+5,021