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
4476
$221K ﹤0.01%
15,739
+490
4477
$220K ﹤0.01%
15,934
+4,990
4478
$219K ﹤0.01%
6,860
+2,931
4479
$219K ﹤0.01%
14,447
+900
4480
$217K ﹤0.01%
1,202
-792
4481
$216K ﹤0.01%
10,000
4482
$215K ﹤0.01%
9,915
+4,987
4483
$215K ﹤0.01%
16,485
-1,055
4484
$215K ﹤0.01%
17,166
4485
$214K ﹤0.01%
6,352
+200
4486
$214K ﹤0.01%
10,114
+10,000
4487
$213K ﹤0.01%
13,653
+8,970
4488
$213K ﹤0.01%
11,030
+8,972
4489
$212K ﹤0.01%
39,664
-6,186
4490
$212K ﹤0.01%
14,233
+157
4491
$211K ﹤0.01%
7,088
+809
4492
$211K ﹤0.01%
32,202
-3,721
4493
$211K ﹤0.01%
10,374
+9,374
4494
$211K ﹤0.01%
8,365
-67
4495
$210K ﹤0.01%
59,425
-738,178
4496
$210K ﹤0.01%
1,173
+73
4497
$210K ﹤0.01%
3,450
+502
4498
$210K ﹤0.01%
8,683
+914
4499
$209K ﹤0.01%
13,982
-3,184
4500
$209K ﹤0.01%
56,483
+3,927