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
4976
$56K ﹤0.01%
5,291
-112,980
4977
$56K ﹤0.01%
5,099
+3,272
4978
$56K ﹤0.01%
1,000
+879
4979
$56K ﹤0.01%
2,010
-20,804
4980
$56K ﹤0.01%
2,001
+1,801
4981
$56K ﹤0.01%
13,762
+12,502
4982
$56K ﹤0.01%
3,230
4983
$56K ﹤0.01%
1,131
-1,203
4984
$55K ﹤0.01%
3,042
+721
4985
$55K ﹤0.01%
1,765
+750
4986
$55K ﹤0.01%
+2,397
4987
$55K ﹤0.01%
16,070
4988
$55K ﹤0.01%
4,500
4989
$55K ﹤0.01%
1,615
-416
4990
$55K ﹤0.01%
2,010
+1,268
4991
$55K ﹤0.01%
2,511
-5,821
4992
$55K ﹤0.01%
58,343
-783,562
4993
$54K ﹤0.01%
7,500
-1,500
4994
$54K ﹤0.01%
2,903
+813
4995
$54K ﹤0.01%
2,565
+459
4996
$54K ﹤0.01%
1,213
+767
4997
$54K ﹤0.01%
3,974
-1,000
4998
$54K ﹤0.01%
18,566
+16,566
4999
$54K ﹤0.01%
1,676
-225
5000
$54K ﹤0.01%
1,563