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
4201
$438K ﹤0.01%
20,826
-2,083
4202
$437K ﹤0.01%
17,663
+8,739
4203
$437K ﹤0.01%
23,662
+7,216
4204
$436K ﹤0.01%
55,545
+2,587
4205
$434K ﹤0.01%
33,299
-775
4206
$433K ﹤0.01%
14,688
+4,004
4207
$432K ﹤0.01%
141,566
-522,868
4208
$432K ﹤0.01%
30,755
-2,833
4209
$431K ﹤0.01%
29,725
+1,972
4210
$430K ﹤0.01%
118,009
+112,975
4211
$429K ﹤0.01%
21,343
-889
4212
$429K ﹤0.01%
23,193
-4,286
4213
$428K ﹤0.01%
15,166
+5,224
4214
$425K ﹤0.01%
58,978
-4,645
4215
$424K ﹤0.01%
11,158
-11,613
4216
$424K ﹤0.01%
57,091
+11,223
4217
$423K ﹤0.01%
37,824
+1,914
4218
$422K ﹤0.01%
16,689
-21,287
4219
$421K ﹤0.01%
27,736
-646
4220
$420K ﹤0.01%
95,931
+82,446
4221
$419K ﹤0.01%
34,820
+15,694
4222
$419K ﹤0.01%
7,381
+141
4223
$417K ﹤0.01%
72,293
+1,969
4224
$416K ﹤0.01%
+1,735
4225
$416K ﹤0.01%
26,859
-6,407