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
4451
$232K ﹤0.01%
19,405
-1,387
4452
$232K ﹤0.01%
44,585
-16,459
4453
$232K ﹤0.01%
24,817
4454
$232K ﹤0.01%
16,904
+8,500
4455
$231K ﹤0.01%
17,338
+4,169
4456
$231K ﹤0.01%
3,267
-100
4457
$230K ﹤0.01%
42,737
+1,221
4458
$230K ﹤0.01%
11,185
-4,703
4459
$229K ﹤0.01%
16,090
-651
4460
$228K ﹤0.01%
8,811
-3,916
4461
$228K ﹤0.01%
2,957
+249
4462
$227K ﹤0.01%
12,747
+981
4463
$227K ﹤0.01%
8,217
-182,667
4464
$226K ﹤0.01%
13,911
+1,603
4465
$226K ﹤0.01%
2,543
+233
4466
$226K ﹤0.01%
19,461
4467
$225K ﹤0.01%
37,657
+35,406
4468
$225K ﹤0.01%
14,673
+3,564
4469
$225K ﹤0.01%
15,890
+750
4470
$223K ﹤0.01%
12,462
4471
$223K ﹤0.01%
4,508
-958
4472
$222K ﹤0.01%
16,948
+8,154
4473
$221K ﹤0.01%
11,490
+6,702
4474
$221K ﹤0.01%
90,101
+84,527
4475
$221K ﹤0.01%
11,955
+511