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
4326
$327K ﹤0.01%
12,321
-1,129
4327
$326K ﹤0.01%
178,365
-233,653
4328
$325K ﹤0.01%
+10,111
4329
$325K ﹤0.01%
61,792
+19,637
4330
$325K ﹤0.01%
69,675
-28,517
4331
$322K ﹤0.01%
8,585
+664
4332
$320K ﹤0.01%
15,904
+8,854
4333
$318K ﹤0.01%
11,802
-4,014
4334
$318K ﹤0.01%
124,661
-44,817
4335
$317K ﹤0.01%
17,815
-54,682
4336
$317K ﹤0.01%
24,305
-439
4337
$316K ﹤0.01%
430
+12
4338
$316K ﹤0.01%
4,490
4339
$314K ﹤0.01%
6,921
-465
4340
$313K ﹤0.01%
21,549
+18,861
4341
$312K ﹤0.01%
17,174
+4,728
4342
$311K ﹤0.01%
6,285
-1,755
4343
$310K ﹤0.01%
77,576
-39,298
4344
$309K ﹤0.01%
104,683
+98
4345
$308K ﹤0.01%
+10,189
4346
$305K ﹤0.01%
34,315
+7,249
4347
$304K ﹤0.01%
+18,382
4348
$304K ﹤0.01%
19,580
-179
4349
$304K ﹤0.01%
35,020
-6,403
4350
$303K ﹤0.01%
7,227
+190