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
4001
$657K ﹤0.01%
26,418
+1,113
4002
$655K ﹤0.01%
18,797
-135
4003
$652K ﹤0.01%
51,222
+11,631
4004
$651K ﹤0.01%
38,361
-54,921
4005
$646K ﹤0.01%
123,507
+2,016
4006
$645K ﹤0.01%
39,515
-1,315
4007
$641K ﹤0.01%
87,102
+1,395
4008
$638K ﹤0.01%
67,876
-1,546
4009
$636K ﹤0.01%
47,441
-7,600
4010
$636K ﹤0.01%
62,906
+20,753
4011
$636K ﹤0.01%
14,627
+656
4012
$635K ﹤0.01%
88,060
-6,372
4013
$634K ﹤0.01%
63,295
+4,309
4014
$634K ﹤0.01%
53,744
-4,256
4015
$634K ﹤0.01%
44,490
-6,754
4016
$633K ﹤0.01%
33,648
+15,265
4017
$633K ﹤0.01%
19,833
-30
4018
$633K ﹤0.01%
32,656
+18,708
4019
$632K ﹤0.01%
56,906
-1,736
4020
$630K ﹤0.01%
34,998
+8,540
4021
$630K ﹤0.01%
62,171
-1,975
4022
$628K ﹤0.01%
37,159
-4,381
4023
$628K ﹤0.01%
102,775
+501
4024
$624K ﹤0.01%
24,344
+2,097
4025
$623K ﹤0.01%
34,663
-9,942