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
3801
$950K ﹤0.01%
69,336
-10,179
3802
$949K ﹤0.01%
31,833
-18,912
3803
$944K ﹤0.01%
12,573
-249
3804
$943K ﹤0.01%
37,501
+2,890
3805
$942K ﹤0.01%
98,176
-66,400
3806
$938K ﹤0.01%
47,415
+368
3807
$934K ﹤0.01%
907,215
+744,738
3808
$933K ﹤0.01%
66,732
+33,630
3809
$932K ﹤0.01%
23,434
-2,100
3810
$930K ﹤0.01%
12,785
+4,913
3811
$930K ﹤0.01%
57,635
-18,730
3812
$930K ﹤0.01%
194,712
+12,503
3813
$929K ﹤0.01%
30,571
+13,671
3814
$929K ﹤0.01%
37,916
+1,287
3815
$925K ﹤0.01%
30,761
+29,240
3816
$923K ﹤0.01%
63,315
-3,344
3817
$923K ﹤0.01%
521,260
3818
$919K ﹤0.01%
281,802
+67,062
3819
$918K ﹤0.01%
189,075
+64,505
3820
$915K ﹤0.01%
52,294
+40,943
3821
$904K ﹤0.01%
33,931
+1,630
3822
$902K ﹤0.01%
45,537
-51
3823
$900K ﹤0.01%
12,924
+7,185
3824
$896K ﹤0.01%
10,992
-216,771
3825
$895K ﹤0.01%
18,366
+13,121