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
3976
$685K ﹤0.01%
11,303
+1,162
3977
$682K ﹤0.01%
31,533
-5,267
3978
$681K ﹤0.01%
31,516
+4,362
3979
$680K ﹤0.01%
28,436
+933
3980
$680K ﹤0.01%
53,877
-37,917
3981
$678K ﹤0.01%
44,207
-5,530
3982
$677K ﹤0.01%
31,948
+494
3983
$677K ﹤0.01%
39,224
+2,713
3984
$673K ﹤0.01%
39,248
-54,618
3985
$671K ﹤0.01%
55,231
-456
3986
$671K ﹤0.01%
11,479
-243
3987
$670K ﹤0.01%
46,860
-2,950
3988
$670K ﹤0.01%
132,706
-8,747
3989
$669K ﹤0.01%
27,586
-264
3990
$668K ﹤0.01%
49,197
+160
3991
$668K ﹤0.01%
36,837
-5,229
3992
$668K ﹤0.01%
47,988
+4,175
3993
$668K ﹤0.01%
29,778
-1,434
3994
$664K ﹤0.01%
17,244
-356
3995
$662K ﹤0.01%
13,387
+528
3996
$662K ﹤0.01%
93,249
+22,171
3997
$661K ﹤0.01%
73,669
+4,879
3998
$660K ﹤0.01%
14,232
+504
3999
$659K ﹤0.01%
5,123
+3,606
4000
$658K ﹤0.01%
71,139
+13,350