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
4151
$476K ﹤0.01%
2,141
-328
4152
$476K ﹤0.01%
13,012
-117
4153
$476K ﹤0.01%
54,429
-1,329
4154
$476K ﹤0.01%
47,065
+19,955
4155
$475K ﹤0.01%
33,988
-41,024
4156
$474K ﹤0.01%
31,268
-3,608
4157
$473K ﹤0.01%
15,530
+2,113
4158
$473K ﹤0.01%
+47,571
4159
$472K ﹤0.01%
7,886
+144
4160
$471K ﹤0.01%
19,962
-3,224
4161
$468K ﹤0.01%
21,389
+17,845
4162
$467K ﹤0.01%
29,395
+90
4163
$466K ﹤0.01%
44,449
+9,145
4164
$466K ﹤0.01%
33,794
+2,104
4165
$464K ﹤0.01%
29,550
-7,107
4166
$463K ﹤0.01%
11,925
-8,188
4167
$463K ﹤0.01%
28,669
+14,412
4168
$463K ﹤0.01%
128,217
+7,921
4169
$463K ﹤0.01%
7,639
+4,191
4170
$463K ﹤0.01%
23,001
+8,479
4171
$462K ﹤0.01%
22,667
4172
$461K ﹤0.01%
39,896
-1,405
4173
$460K ﹤0.01%
68,451
-237,367
4174
$459K ﹤0.01%
41,212
+3,593
4175
$459K ﹤0.01%
35,380
-3,080