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
5001
$54K ﹤0.01%
5,247
+3,291
5002
$53K ﹤0.01%
1,483
+370
5003
$53K ﹤0.01%
+3,711
5004
$53K ﹤0.01%
840
5005
$53K ﹤0.01%
1,899
+1,079
5006
$53K ﹤0.01%
3,400
+1,208
5007
$53K ﹤0.01%
4,792
+4,571
5008
$53K ﹤0.01%
4,000
-22,812
5009
$53K ﹤0.01%
7,635
-35,389
5010
$52K ﹤0.01%
7,624
+2,078
5011
$52K ﹤0.01%
+8,801
5012
$52K ﹤0.01%
3,972
-7,039
5013
$52K ﹤0.01%
3,036
+22
5014
$52K ﹤0.01%
7,402
+305
5015
$51K ﹤0.01%
3,727
+26
5016
$51K ﹤0.01%
2,081
-3,172
5017
$51K ﹤0.01%
17,684
+1
5018
$51K ﹤0.01%
3,279
-1,065
5019
$51K ﹤0.01%
1,359
+957
5020
$51K ﹤0.01%
2,605
-58,991
5021
$51K ﹤0.01%
15,778
+8,354
5022
$51K ﹤0.01%
27,449
+25,325
5023
$51K ﹤0.01%
12,844
+1,180
5024
$51K ﹤0.01%
2,213
+775
5025
$51K ﹤0.01%
3,413
+563