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
4926
$65K ﹤0.01%
10
-2
4927
$65K ﹤0.01%
13,246
-1,352
4928
$65K ﹤0.01%
8,338
+6,437
4929
$65K ﹤0.01%
+17,850
4930
$65K ﹤0.01%
8,660
+1,150
4931
$65K ﹤0.01%
1,717
+290
4932
$64K ﹤0.01%
+4,315
4933
$64K ﹤0.01%
1,717
+1,544
4934
$64K ﹤0.01%
4,431
+2,168
4935
$64K ﹤0.01%
1,655
-1,300
4936
$64K ﹤0.01%
5,553
+1,500
4937
$63K ﹤0.01%
367
-315
4938
$63K ﹤0.01%
1,093
+243
4939
$63K ﹤0.01%
3,407
+2,218
4940
$63K ﹤0.01%
15,600
-54,175
4941
$63K ﹤0.01%
+5,900
4942
$63K ﹤0.01%
19,502
+9,010
4943
$63K ﹤0.01%
10,501
-4,452
4944
$62K ﹤0.01%
1,004
+4
4945
$62K ﹤0.01%
855
+11
4946
$61K ﹤0.01%
472
+242
4947
$61K ﹤0.01%
2,704
+1,502
4948
$61K ﹤0.01%
3,221
+2,852
4949
$61K ﹤0.01%
1,323
+662
4950
$61K ﹤0.01%
8,037
-59,025