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
3826
$895K ﹤0.01%
23,491
+4,978
3827
$894K ﹤0.01%
31,165
-73,665
3828
$894K ﹤0.01%
25,015
+905
3829
$894K ﹤0.01%
169,651
-755,909
3830
$893K ﹤0.01%
133,424
-15,712
3831
$891K ﹤0.01%
130,099
+14,603
3832
$887K ﹤0.01%
142,153
+13,045
3833
$883K ﹤0.01%
52,428
-10,706
3834
$883K ﹤0.01%
48,271
+14,216
3835
$882K ﹤0.01%
8,289
+1,014
3836
$882K ﹤0.01%
31,472
+2,976
3837
$880K ﹤0.01%
68,097
-58,946
3838
$880K ﹤0.01%
22,329
+5,087
3839
$879K ﹤0.01%
3,080
-4,198
3840
$879K ﹤0.01%
80,264
-37,635
3841
$873K ﹤0.01%
19,606
+5,351
3842
$868K ﹤0.01%
33,829
+32,430
3843
$868K ﹤0.01%
55,127
+6,006
3844
$867K ﹤0.01%
120,758
+3,442
3845
$867K ﹤0.01%
25,330
-1,542
3846
$862K ﹤0.01%
20,300
+12,277
3847
$862K ﹤0.01%
93,264
+1,050
3848
$859K ﹤0.01%
22,463
-861
3849
$859K ﹤0.01%
78,446
+737
3850
$859K ﹤0.01%
57,090
-6,134