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
4676
$135K ﹤0.01%
5,076
-88
4677
$134K ﹤0.01%
4,771
+135
4678
$133K ﹤0.01%
2,978
-2,300
4679
$133K ﹤0.01%
7,876
+1,731
4680
$133K ﹤0.01%
8,579
+6,704
4681
$132K ﹤0.01%
6,822
+5,179
4682
$132K ﹤0.01%
9,911
+799
4683
$132K ﹤0.01%
73,487
4684
$131K ﹤0.01%
4,955
+4,265
4685
$131K ﹤0.01%
1,972
-1,438
4686
$130K ﹤0.01%
10,491
-3,855
4687
$130K ﹤0.01%
11,840
+11,484
4688
$130K ﹤0.01%
16,620
+2,029
4689
$129K ﹤0.01%
3,803
+1,351
4690
$128K ﹤0.01%
7,949
+3,487
4691
$127K ﹤0.01%
1,362
4692
$127K ﹤0.01%
8,216
4693
$127K ﹤0.01%
2,056
+675
4694
$126K ﹤0.01%
6,772
-61,580
4695
$126K ﹤0.01%
2,769
-687
4696
$126K ﹤0.01%
4,153
+253
4697
$126K ﹤0.01%
16,468
-13,226
4698
$125K ﹤0.01%
4,959
-9,997
4699
$125K ﹤0.01%
4,192
+850
4700
$125K ﹤0.01%
3,468