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
4801
$94K ﹤0.01%
194
+47
4802
$94K ﹤0.01%
72,043
-54,771
4803
$94K ﹤0.01%
6,817
4804
$93K ﹤0.01%
14,589
+8,130
4805
$93K ﹤0.01%
3,277
+67
4806
$93K ﹤0.01%
1,015
+338
4807
$93K ﹤0.01%
8,526
-78,181
4808
$93K ﹤0.01%
832
-4,164
4809
$93K ﹤0.01%
16,484
-22,640
4810
$91K ﹤0.01%
+210
4811
$89K ﹤0.01%
3,442
+20
4812
$89K ﹤0.01%
194,083
+6,700
4813
$88K ﹤0.01%
+4,179
4814
$88K ﹤0.01%
6,813
-11,837
4815
$88K ﹤0.01%
4,300
+2,408
4816
$88K ﹤0.01%
9,168
-63,684
4817
$88K ﹤0.01%
+5,101
4818
$88K ﹤0.01%
40,667
-13,361
4819
$88K ﹤0.01%
1,458
+708
4820
$87K ﹤0.01%
2,686
+282
4821
$87K ﹤0.01%
6,430
4822
$87K ﹤0.01%
875
+625
4823
$87K ﹤0.01%
7,066
-8,301
4824
$87K ﹤0.01%
3,407
+104
4825
$86K ﹤0.01%
9,546
+3,025