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
4551
$185K ﹤0.01%
7,509
+1,413
4552
$184K ﹤0.01%
21,076
+188
4553
$184K ﹤0.01%
20,616
-112
4554
$183K ﹤0.01%
6,473
+4,710
4555
$183K ﹤0.01%
12,031
+545
4556
$183K ﹤0.01%
3,631
-301
4557
$182K ﹤0.01%
924
+209
4558
$181K ﹤0.01%
24,831
-335
4559
$180K ﹤0.01%
3,550
-536
4560
$179K ﹤0.01%
16,752
-413
4561
$179K ﹤0.01%
10,000
4562
$178K ﹤0.01%
4,679
+444
4563
$176K ﹤0.01%
9,050
-10,428
4564
$176K ﹤0.01%
19,183
-1,303
4565
$175K ﹤0.01%
6,452
-337
4566
$174K ﹤0.01%
4,327
+3,760
4567
$174K ﹤0.01%
1,779
-23
4568
$174K ﹤0.01%
3,762
+576
4569
$174K ﹤0.01%
11,865
+1,198
4570
$174K ﹤0.01%
6,371
+3,441
4571
$173K ﹤0.01%
16,950
-9,786
4572
$173K ﹤0.01%
8,459
4573
$172K ﹤0.01%
12,962
-1,441
4574
$172K ﹤0.01%
14,532
+3,200
4575
$172K ﹤0.01%
7,047
+113