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
3776
$975K ﹤0.01%
80,807
+16,516
3777
$974K ﹤0.01%
7,204
-76
3778
$973K ﹤0.01%
62,195
+17,466
3779
$971K ﹤0.01%
68,273
+1,588
3780
$970K ﹤0.01%
33,778
+16,388
3781
$969K ﹤0.01%
71,036
+11,465
3782
$966K ﹤0.01%
92,978
+4,342
3783
$966K ﹤0.01%
49,463
-46,591
3784
$965K ﹤0.01%
44,752
+11,280
3785
$963K ﹤0.01%
53,901
-571
3786
$963K ﹤0.01%
14,528
-3,267
3787
$963K ﹤0.01%
366,118
-6,219
3788
$963K ﹤0.01%
78,852
+4,854
3789
$962K ﹤0.01%
50,000
+32,610
3790
$961K ﹤0.01%
15,003
+1,172
3791
$960K ﹤0.01%
+97,500
3792
$959K ﹤0.01%
29,073
+10,533
3793
$959K ﹤0.01%
34,228
+3,332
3794
$958K ﹤0.01%
1,089,684
+211,780
3795
$955K ﹤0.01%
70,088
+60,588
3796
$953K ﹤0.01%
31,430
-9,322
3797
$952K ﹤0.01%
24,896
3798
$951K ﹤0.01%
41,066
-4,501
3799
$951K ﹤0.01%
4,677
-429
3800
$951K ﹤0.01%
41,346
-10,404