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
4351
$303K ﹤0.01%
120,526
+65,290
4352
$300K ﹤0.01%
71,763
-9,463
4353
$298K ﹤0.01%
1,837
-156
4354
$298K ﹤0.01%
21,091
+3,369
4355
$296K ﹤0.01%
98,112
-5,623
4356
$295K ﹤0.01%
11,852
+5,418
4357
$295K ﹤0.01%
12,720
-465
4358
$294K ﹤0.01%
16,610
+372
4359
$293K ﹤0.01%
5,649
+2,588
4360
$293K ﹤0.01%
19,600
-2,015
4361
$293K ﹤0.01%
4,350
-20,000
4362
$293K ﹤0.01%
11,505
-274
4363
$292K ﹤0.01%
22,559
+19
4364
$291K ﹤0.01%
+11,614
4365
$289K ﹤0.01%
5,802
+3,089
4366
$287K ﹤0.01%
7,609
+467
4367
$287K ﹤0.01%
20,141
+3,919
4368
$287K ﹤0.01%
45,574
-1,750
4369
$287K ﹤0.01%
5,105
+2,375
4370
$286K ﹤0.01%
12,312
+383
4371
$286K ﹤0.01%
56,930
+8,744
4372
$285K ﹤0.01%
10,274
-917
4373
$285K ﹤0.01%
6,364
+1,004
4374
$285K ﹤0.01%
26,017
-3,559
4375
$284K ﹤0.01%
887
-312