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
3951
$709K ﹤0.01%
48,068
-1,571
3952
$709K ﹤0.01%
138,227
+61,199
3953
$707K ﹤0.01%
15,264
+1,819
3954
$706K ﹤0.01%
41,438
-6,643
3955
$705K ﹤0.01%
46,380
+1,396
3956
$705K ﹤0.01%
15,000
+14,250
3957
$703K ﹤0.01%
15,850
-199
3958
$702K ﹤0.01%
18,357
+2,548
3959
$701K ﹤0.01%
126,210
-60,114
3960
$701K ﹤0.01%
29,023
+6,760
3961
$701K ﹤0.01%
51,777
-1,169,089
3962
$701K ﹤0.01%
69,045
-5,033
3963
$698K ﹤0.01%
64,845
-5,608
3964
$697K ﹤0.01%
19,457
-57,724
3965
$694K ﹤0.01%
40,358
+15,470
3966
$694K ﹤0.01%
14,088
-4,251
3967
$693K ﹤0.01%
14,364
+130
3968
$691K ﹤0.01%
42,362
+6,472
3969
$691K ﹤0.01%
12,139
+659
3970
$691K ﹤0.01%
152,885
-5,693
3971
$690K ﹤0.01%
153
-257
3972
$690K ﹤0.01%
52,044
-44,360
3973
$689K ﹤0.01%
43,777
-194,499
3974
$688K ﹤0.01%
52,411
-22,568
3975
$687K ﹤0.01%
228,395
-7,413