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
4126
$503K ﹤0.01%
14,971
+13,684
4127
$501K ﹤0.01%
62,156
+1,015
4128
$500K ﹤0.01%
34,974
+1,827
4129
$496K ﹤0.01%
45,582
-26,861
4130
$496K ﹤0.01%
32,389
+2,524
4131
$494K ﹤0.01%
222,600
+171,895
4132
$494K ﹤0.01%
57,197
-9,233
4133
$493K ﹤0.01%
23,325
-4,666
4134
$491K ﹤0.01%
68,114
-625
4135
$490K ﹤0.01%
23,154
+382
4136
$490K ﹤0.01%
105,760
-27,857
4137
$489K ﹤0.01%
40,700
-2,195
4138
$487K ﹤0.01%
48,681
-3,957
4139
$487K ﹤0.01%
119,150
+80,611
4140
$487K ﹤0.01%
26,272
+653
4141
$487K ﹤0.01%
31,323
-541
4142
$486K ﹤0.01%
60,974
-317,015
4143
$486K ﹤0.01%
20,529
-47,100
4144
$485K ﹤0.01%
35,609
+2,658
4145
$485K ﹤0.01%
50,678
-24,136
4146
$484K ﹤0.01%
44,039
+10,278
4147
$484K ﹤0.01%
40,212
-3,815
4148
$482K ﹤0.01%
34,891
-17,670
4149
$480K ﹤0.01%
2,051
+11
4150
$479K ﹤0.01%
23,426
+13,319