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
4076
$554K ﹤0.01%
13,000
4077
$553K ﹤0.01%
72,808
+16,917
4078
$553K ﹤0.01%
51,656
+4,356
4079
$549K ﹤0.01%
38,177
+12,461
4080
$549K ﹤0.01%
36,647
+1,162
4081
$548K ﹤0.01%
30,554
-3,748
4082
$547K ﹤0.01%
17,288
+314
4083
$546K ﹤0.01%
13,144
+333
4084
$544K ﹤0.01%
30,886
+30,171
4085
$542K ﹤0.01%
37,347
-6,463
4086
$539K ﹤0.01%
26,422
-2,282
4087
$539K ﹤0.01%
802
+71
4088
$536K ﹤0.01%
108,411
+56,475
4089
$535K ﹤0.01%
24,405
+3,955
4090
$534K ﹤0.01%
13,043
+2,377
4091
$533K ﹤0.01%
30,331
+51
4092
$532K ﹤0.01%
38,118
+9,873
4093
$531K ﹤0.01%
40,121
-11,400
4094
$530K ﹤0.01%
141,393
4095
$529K ﹤0.01%
27,794
-2,908
4096
$528K ﹤0.01%
50,443
+7,918
4097
$527K ﹤0.01%
12,647
-1,131
4098
$526K ﹤0.01%
22,695
+542
4099
$526K ﹤0.01%
63,238
-26,895
4100
$525K ﹤0.01%
35,353
+34,682