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
4526
$197K ﹤0.01%
6,557
-69,356
4527
$197K ﹤0.01%
3,465
-79
4528
$195K ﹤0.01%
12,648
+1,855
4529
$195K ﹤0.01%
2,349
4530
$194K ﹤0.01%
210
+45
4531
$193K ﹤0.01%
8,161
-4,920
4532
$193K ﹤0.01%
6,345
+5,764
4533
$191K ﹤0.01%
6,871
+6,671
4534
$191K ﹤0.01%
8,462
+5,657
4535
$191K ﹤0.01%
19,499
-16,545
4536
$190K ﹤0.01%
4,745
+466
4537
$190K ﹤0.01%
48,175
-4,183
4538
$190K ﹤0.01%
12,432
+97
4539
$189K ﹤0.01%
88,314
-7,876
4540
$189K ﹤0.01%
8,146
-511
4541
$189K ﹤0.01%
4,967
+75
4542
$189K ﹤0.01%
82,910
-179
4543
$188K ﹤0.01%
5,510
+4,454
4544
$188K ﹤0.01%
5,572
+2,117
4545
$188K ﹤0.01%
5,862
-14,728
4546
$187K ﹤0.01%
7,225
+950
4547
$187K ﹤0.01%
2,190
+917
4548
$186K ﹤0.01%
8,623
+1,623
4549
$186K ﹤0.01%
31,460
-663
4550
$185K ﹤0.01%
18,534
+14,312