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
4576
$172K ﹤0.01%
2,920
-3,506
4577
$171K ﹤0.01%
6,488
+2,709
4578
$171K ﹤0.01%
4,436
+285
4579
$171K ﹤0.01%
16,463
+3,940
4580
$170K ﹤0.01%
19,141
+4,931
4581
$170K ﹤0.01%
5,725
+17
4582
$169K ﹤0.01%
5,742
+2,392
4583
$169K ﹤0.01%
5,187
+866
4584
$169K ﹤0.01%
+13,000
4585
$169K ﹤0.01%
6,640
+424
4586
$168K ﹤0.01%
7,122
+6,549
4587
$168K ﹤0.01%
12,454
-3,622
4588
$168K ﹤0.01%
21,497
+1,182
4589
$168K ﹤0.01%
4,449
+882
4590
$168K ﹤0.01%
6,061
-6,694
4591
$167K ﹤0.01%
9,429
+5,424
4592
$167K ﹤0.01%
6,386
+123
4593
$167K ﹤0.01%
10,529
-116,285
4594
$167K ﹤0.01%
11,989
+200
4595
$166K ﹤0.01%
7,398
-30
4596
$166K ﹤0.01%
+16,200
4597
$165K ﹤0.01%
5,513
+4,435
4598
$165K ﹤0.01%
+6,572
4599
$165K ﹤0.01%
14,408
+1,727
4600
$163K ﹤0.01%
13,162
-13,958