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
4726
$116K ﹤0.01%
2,297
+184
4727
$115K ﹤0.01%
6,700
-1,402
4728
$114K ﹤0.01%
1,693
+537
4729
$114K ﹤0.01%
3,915
+3,878
4730
$113K ﹤0.01%
+5,290
4731
$113K ﹤0.01%
5,038
+4,523
4732
$113K ﹤0.01%
1,545
+166
4733
$113K ﹤0.01%
4,607
-3,443
4734
$113K ﹤0.01%
360
+121
4735
$112K ﹤0.01%
24,006
-6,053
4736
$112K ﹤0.01%
15,918
-29
4737
$112K ﹤0.01%
12,239
+2,995
4738
$112K ﹤0.01%
97,563
+85,513
4739
$111K ﹤0.01%
7,968
+5,999
4740
$111K ﹤0.01%
2,006
-228
4741
$111K ﹤0.01%
9,636
+3,000
4742
$111K ﹤0.01%
4,455
+1,492
4743
$111K ﹤0.01%
7,022
-11,455
4744
$111K ﹤0.01%
6,629
+6,615
4745
$111K ﹤0.01%
4,004
-1,021
4746
$111K ﹤0.01%
14,373
+330
4747
$110K ﹤0.01%
2,733
-125
4748
$110K ﹤0.01%
4,000
4749
$109K ﹤0.01%
3,795
+366
4750
$109K ﹤0.01%
6,359
+4,940