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
4651
$144K ﹤0.01%
9,721
-537
4652
$143K ﹤0.01%
8,262
-6,740
4653
$143K ﹤0.01%
2,102
4654
$143K ﹤0.01%
2,264
+53
4655
$143K ﹤0.01%
8,888
-2,142
4656
$142K ﹤0.01%
8,454
+595
4657
$141K ﹤0.01%
14,805
+1,255
4658
$141K ﹤0.01%
531
+493
4659
$141K ﹤0.01%
8,841
-11,620
4660
$141K ﹤0.01%
8,360
+952
4661
$140K ﹤0.01%
14,877
+470
4662
$139K ﹤0.01%
7,778
+130
4663
$139K ﹤0.01%
4,969
-168
4664
$138K ﹤0.01%
33,368
+1,467
4665
$138K ﹤0.01%
26,274
+10,240
4666
$138K ﹤0.01%
55,754
+1,176
4667
$138K ﹤0.01%
5,960
+48
4668
$138K ﹤0.01%
19,528
+769
4669
$137K ﹤0.01%
7,397
+397
4670
$137K ﹤0.01%
6,037
+5,436
4671
$136K ﹤0.01%
2,548
+2,453
4672
$136K ﹤0.01%
510
-32,899
4673
$135K ﹤0.01%
29,543
4674
$135K ﹤0.01%
12,600
-11,189
4675
$135K ﹤0.01%
2,235
+7