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
4426
$249K ﹤0.01%
20,609
+18,109
4427
$248K ﹤0.01%
20,000
4428
$246K ﹤0.01%
+9,817
4429
$246K ﹤0.01%
144,424
-8,314
4430
$246K ﹤0.01%
12,434
+955
4431
$245K ﹤0.01%
13,048
-570
4432
$245K ﹤0.01%
8,221
+6,338
4433
$244K ﹤0.01%
2,050
+710
4434
$243K ﹤0.01%
44,281
+8,874
4435
$243K ﹤0.01%
10,278
-18,219
4436
$243K ﹤0.01%
79,758
4437
$241K ﹤0.01%
46,085
-26,426
4438
$241K ﹤0.01%
4,526
+2,069
4439
$241K ﹤0.01%
39,729
+7,853
4440
$239K ﹤0.01%
91,982
-16,282
4441
$239K ﹤0.01%
7,651
+1,741
4442
$239K ﹤0.01%
129,611
-4,666
4443
$239K ﹤0.01%
17,371
4444
$238K ﹤0.01%
6,872
+3,118
4445
$236K ﹤0.01%
15,117
+1,095
4446
$236K ﹤0.01%
10,754
-1,216
4447
$235K ﹤0.01%
5,712
+4,458
4448
$235K ﹤0.01%
34,505
-192,112
4449
$234K ﹤0.01%
18,433
-8,180
4450
$233K ﹤0.01%
9,418
+2,819