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
4401
$267K ﹤0.01%
10,288
+607
4402
$267K ﹤0.01%
18,000
-10,433
4403
$266K ﹤0.01%
20,398
4404
$264K ﹤0.01%
21,819
+6,377
4405
$263K ﹤0.01%
15,334
+721
4406
$263K ﹤0.01%
22,744
+2,263
4407
$263K ﹤0.01%
9,148
+19
4408
$262K ﹤0.01%
7,590
+92
4409
$262K ﹤0.01%
11,268
4410
$260K ﹤0.01%
5,048
+18
4411
$259K ﹤0.01%
13,286
-644
4412
$259K ﹤0.01%
7,407
+3,932
4413
$257K ﹤0.01%
3,960
-52,340
4414
$256K ﹤0.01%
7,586
+2,720
4415
$256K ﹤0.01%
6,136
+623
4416
$256K ﹤0.01%
88,245
+38,712
4417
$254K ﹤0.01%
29,126
+23,952
4418
$254K ﹤0.01%
9,645
+339
4419
$253K ﹤0.01%
+28,200
4420
$251K ﹤0.01%
15,141
-17,559
4421
$250K ﹤0.01%
29,612
-285
4422
$250K ﹤0.01%
101,019
+1,160
4423
$249K ﹤0.01%
16,538
-9,213
4424
$249K ﹤0.01%
10,000
4425
$249K ﹤0.01%
23,771
-4,756