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
4701
$125K ﹤0.01%
6,221
-32,675
4702
$125K ﹤0.01%
9,472
+2,875
4703
$124K ﹤0.01%
6,564
-7,566
4704
$124K ﹤0.01%
5,978
-2,000
4705
$124K ﹤0.01%
7,728
-65
4706
$123K ﹤0.01%
4,234
+3,433
4707
$123K ﹤0.01%
9,001
-1,635
4708
$123K ﹤0.01%
2,503
+325
4709
$122K ﹤0.01%
3,948
+3,168
4710
$121K ﹤0.01%
4,782
+1,885
4711
$121K ﹤0.01%
+6,117
4712
$121K ﹤0.01%
5,481
+28
4713
$121K ﹤0.01%
6,300
4714
$121K ﹤0.01%
322,453
4715
$121K ﹤0.01%
19,805
+7,824
4716
$120K ﹤0.01%
10,014
+9,894
4717
$120K ﹤0.01%
2,109
+563
4718
$120K ﹤0.01%
8,896
+113
4719
$120K ﹤0.01%
4,239
+2,897
4720
$119K ﹤0.01%
7,624
+6,933
4721
$119K ﹤0.01%
3,657
-643
4722
$119K ﹤0.01%
9,998
+4,476
4723
$119K ﹤0.01%
4,649
+558
4724
$119K ﹤0.01%
35,038
4725
$119K ﹤0.01%
17,007