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
4251
$390K ﹤0.01%
9,237
-21,354
4252
$389K ﹤0.01%
22,505
-35
4253
$389K ﹤0.01%
23,079
+370
4254
$388K ﹤0.01%
15,126
-95,019
4255
$386K ﹤0.01%
39,722
+5,459
4256
$386K ﹤0.01%
8,275
+4,884
4257
$385K ﹤0.01%
14,302
+7,624
4258
$385K ﹤0.01%
26,665
+396
4259
$385K ﹤0.01%
9,949
+1,836
4260
$384K ﹤0.01%
5,151
+2,226
4261
$383K ﹤0.01%
28,626
-36,654
4262
$382K ﹤0.01%
10,470
4263
$382K ﹤0.01%
28,352
+11,932
4264
$380K ﹤0.01%
25,624
-322
4265
$378K ﹤0.01%
8,800
+1,878
4266
$378K ﹤0.01%
16,870
+3,990
4267
$378K ﹤0.01%
3,160
-125
4268
$377K ﹤0.01%
20,021
+15,651
4269
$376K ﹤0.01%
8,825
-80,110
4270
$374K ﹤0.01%
28,883
+19,501
4271
$374K ﹤0.01%
13,922
+1,144
4272
$374K ﹤0.01%
17,742
-9,754
4273
$373K ﹤0.01%
10,035
-710
4274
$372K ﹤0.01%
24,078
-1,554
4275
$371K ﹤0.01%
14,112
+11,936