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
4501
$209K ﹤0.01%
3,650
+172
4502
$208K ﹤0.01%
95,209
+23,320
4503
$208K ﹤0.01%
21,688
+8,010
4504
$208K ﹤0.01%
26,801
+301
4505
$207K ﹤0.01%
3,979
+1,128
4506
$207K ﹤0.01%
2,721
+1,495
4507
$206K ﹤0.01%
4,041
-277
4508
$205K ﹤0.01%
4,159
-80
4509
$203K ﹤0.01%
10,101
-14,855
4510
$202K ﹤0.01%
2,152
-4,874
4511
$201K ﹤0.01%
15,714
+1,040
4512
$201K ﹤0.01%
22,904
-5,764
4513
$201K ﹤0.01%
4,764
-47
4514
$200K ﹤0.01%
12,557
+254
4515
$200K ﹤0.01%
30,041
+11,327
4516
$200K ﹤0.01%
8,595
+6,442
4517
$200K ﹤0.01%
28,737
+1,281
4518
$200K ﹤0.01%
6,640
4519
$199K ﹤0.01%
5,975
-43,529
4520
$198K ﹤0.01%
882
+66
4521
$198K ﹤0.01%
26,926
+23,950
4522
$198K ﹤0.01%
14,516
+3,567
4523
$198K ﹤0.01%
17,110
4524
$198K ﹤0.01%
2,963
-93
4525
$197K ﹤0.01%
10,217
+4,350