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
4301
$347K ﹤0.01%
13,181
-36,852
4302
$344K ﹤0.01%
34,434
4303
$344K ﹤0.01%
165,564
-1,235
4304
$343K ﹤0.01%
1,441
+26
4305
$343K ﹤0.01%
17,748
-109
4306
$341K ﹤0.01%
71,294
-1,646
4307
$340K ﹤0.01%
15,257
+9,300
4308
$338K ﹤0.01%
72,100
-9,859
4309
$338K ﹤0.01%
14,127
+7,799
4310
$337K ﹤0.01%
13,427
+3,259
4311
$336K ﹤0.01%
7,936
+5,125
4312
$336K ﹤0.01%
13,890
-3,506
4313
$336K ﹤0.01%
19,019
-3,236
4314
$335K ﹤0.01%
12,505
+11,621
4315
$335K ﹤0.01%
3,789
-1,863
4316
$334K ﹤0.01%
44,357
+10,088
4317
$333K ﹤0.01%
4,758
+1,182
4318
$333K ﹤0.01%
10,389
-1,685
4319
$333K ﹤0.01%
4,647
+187
4320
$331K ﹤0.01%
12,904
+494
4321
$329K ﹤0.01%
114,235
+14,158
4322
$329K ﹤0.01%
43
+41
4323
$329K ﹤0.01%
12,894
+5,406
4324
$328K ﹤0.01%
12,584
-2,823
4325
$328K ﹤0.01%
29,012
+2,986