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
4851
$81K ﹤0.01%
1,900
+1,449
4852
$81K ﹤0.01%
2,310
-154
4853
$80K ﹤0.01%
+3,224
4854
$80K ﹤0.01%
+826
4855
$80K ﹤0.01%
1,054
+19
4856
$80K ﹤0.01%
2,472
+831
4857
$80K ﹤0.01%
3,555
+804
4858
$79K ﹤0.01%
4,723
-2,005
4859
$79K ﹤0.01%
3,168
+423
4860
$79K ﹤0.01%
3,235
+1,004
4861
$79K ﹤0.01%
4,695
+4,253
4862
$79K ﹤0.01%
16,613
-410
4863
$78K ﹤0.01%
2,865
-68
4864
$78K ﹤0.01%
1,207
-442
4865
$78K ﹤0.01%
4,260
-76
4866
$78K ﹤0.01%
3,145
-118
4867
$77K ﹤0.01%
4,051
+2,174
4868
$77K ﹤0.01%
1,870
-350
4869
$77K ﹤0.01%
1,033
+195
4870
$77K ﹤0.01%
8,847
-280
4871
$76K ﹤0.01%
3,083
+1,028
4872
$76K ﹤0.01%
9,000
+6,992
4873
$76K ﹤0.01%
5,333
+906
4874
$76K ﹤0.01%
1,842
+314
4875
$75K ﹤0.01%
2,685
+185