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
3926
$736K ﹤0.01%
71,783
+30,366
3927
$735K ﹤0.01%
78,623
+3,865
3928
$734K ﹤0.01%
34,599
+9,423
3929
$734K ﹤0.01%
55,791
+17,396
3930
$729K ﹤0.01%
13,170
+5,881
3931
$729K ﹤0.01%
70,442
-4,092
3932
$729K ﹤0.01%
7,738
-511
3933
$729K ﹤0.01%
54,556
3934
$729K ﹤0.01%
65,031
-9,262
3935
$729K ﹤0.01%
19,876
-3,957
3936
$728K ﹤0.01%
55,000
3937
$726K ﹤0.01%
19,580
-2,980
3938
$726K ﹤0.01%
86,521
+82,634
3939
$725K ﹤0.01%
17,538
-15,723
3940
$725K ﹤0.01%
37,735
-94,673
3941
$721K ﹤0.01%
7,032
-34,870
3942
$720K ﹤0.01%
28,622
+3,526
3943
$719K ﹤0.01%
34,329
-2,955
3944
$717K ﹤0.01%
28,165
-115
3945
$714K ﹤0.01%
53,292
+2,778
3946
$714K ﹤0.01%
13,955
+11,901
3947
$713K ﹤0.01%
34,378
+21,414
3948
$712K ﹤0.01%
108
-15
3949
$711K ﹤0.01%
70,217
+29,624
3950
$709K ﹤0.01%
22,857
-2,022