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
4601
$163K ﹤0.01%
10,249
-605
4602
$163K ﹤0.01%
1,416
+551
4603
$162K ﹤0.01%
18,022
-6,517
4604
$162K ﹤0.01%
17,289
+17,279
4605
$161K ﹤0.01%
3,591
+763
4606
$161K ﹤0.01%
10,926
+9,864
4607
$161K ﹤0.01%
50,419
-34,780
4608
$160K ﹤0.01%
4,430
-392
4609
$160K ﹤0.01%
8,796
-149
4610
$160K ﹤0.01%
39,114
+749
4611
$158K ﹤0.01%
11,594
+11,485
4612
$157K ﹤0.01%
3,063
+28
4613
$156K ﹤0.01%
10,166
+1,305
4614
$156K ﹤0.01%
7,269
+821
4615
$156K ﹤0.01%
13,043
-306
4616
$155K ﹤0.01%
6,448
-12,582
4617
$155K ﹤0.01%
4,758
-210
4618
$155K ﹤0.01%
59,375
+23,985
4619
$154K ﹤0.01%
2,200
+2,000
4620
$154K ﹤0.01%
5,590
+3,247
4621
$153K ﹤0.01%
5,385
-5,079
4622
$151K ﹤0.01%
4,079
-431
4623
$151K ﹤0.01%
+9,400
4624
$151K ﹤0.01%
6,606
-3,281
4625
$150K ﹤0.01%
2,004
+4