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
3851
$857K ﹤0.01%
98,816
+81,089
3852
$855K ﹤0.01%
17,556
-1,326
3853
$851K ﹤0.01%
239,633
+40,091
3854
$849K ﹤0.01%
16,677
+15,942
3855
$849K ﹤0.01%
9,639
-159,610
3856
$849K ﹤0.01%
128,700
-49,172
3857
$848K ﹤0.01%
21,140
+4,935
3858
$845K ﹤0.01%
66,606
-1,183
3859
$842K ﹤0.01%
67,432
+361
3860
$838K ﹤0.01%
566
+23
3861
$833K ﹤0.01%
70,215
+4,092
3862
$833K ﹤0.01%
205,676
+204,274
3863
$833K ﹤0.01%
27,258
-8,067
3864
$825K ﹤0.01%
41,970
-6,473
3865
$818K ﹤0.01%
35,933
+2,927
3866
$815K ﹤0.01%
114,705
+19,493
3867
$812K ﹤0.01%
46,801
-15,910
3868
$812K ﹤0.01%
87,056
-159,982
3869
$811K ﹤0.01%
86,838
-196,597
3870
$811K ﹤0.01%
70,503
-21,454
3871
$811K ﹤0.01%
13,462
+5,676
3872
$808K ﹤0.01%
28,026
+6,456
3873
$806K ﹤0.01%
48,833
-7,821
3874
$802K ﹤0.01%
79,627
-2,576
3875
$798K ﹤0.01%
9,896
-141