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
3876
$796K ﹤0.01%
80,848
+80,432
3877
$796K ﹤0.01%
100,878
+8,479
3878
$795K ﹤0.01%
93,805
+34,214
3879
$793K ﹤0.01%
49,189
+3,007
3880
$786K ﹤0.01%
49,768
-286
3881
$785K ﹤0.01%
62,493
+1,393
3882
$783K ﹤0.01%
42,009
-54,300
3883
$783K ﹤0.01%
43,161
+3,490
3884
$782K ﹤0.01%
24,835
+1,569
3885
$782K ﹤0.01%
9,297
-1,549
3886
$780K ﹤0.01%
49,969
-13,072
3887
$780K ﹤0.01%
57,337
-1,558
3888
$775K ﹤0.01%
44,604
+9,331
3889
$774K ﹤0.01%
50,746
-62,353
3890
$773K ﹤0.01%
12,057
+897
3891
$772K ﹤0.01%
27,888
+1,444
3892
$771K ﹤0.01%
96,000
-1,440
3893
$771K ﹤0.01%
5,291
-166
3894
$770K ﹤0.01%
44,892
+30,362
3895
$768K ﹤0.01%
39,596
+35,557
3896
$768K ﹤0.01%
17,814
+208
3897
$765K ﹤0.01%
61,413
+1,563
3898
$765K ﹤0.01%
169,633
+61,517
3899
$765K ﹤0.01%
77,700
-8,283
3900
$761K ﹤0.01%
17,426
-11,905