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
5026
$51K ﹤0.01%
2,729
-57,707
5027
$51K ﹤0.01%
+1,525
5028
$50K ﹤0.01%
3,125
+67
5029
$50K ﹤0.01%
1,914
+747
5030
$50K ﹤0.01%
3,588
+654
5031
$50K ﹤0.01%
2,000
5032
$50K ﹤0.01%
2,309
-7,563
5033
$50K ﹤0.01%
1,800
+300
5034
$50K ﹤0.01%
21,748
+5,507
5035
$49K ﹤0.01%
1,476
+166
5036
$49K ﹤0.01%
2,835
+2,722
5037
$49K ﹤0.01%
1,618
+892
5038
$49K ﹤0.01%
3,516
+16
5039
$49K ﹤0.01%
358
+108
5040
$48K ﹤0.01%
31,391
-17,357
5041
$48K ﹤0.01%
5,082
-49,658
5042
$48K ﹤0.01%
315
+285
5043
$48K ﹤0.01%
10,020
-9,980
5044
$48K ﹤0.01%
1,441
-687
5045
$48K ﹤0.01%
1,129
+556
5046
$47K ﹤0.01%
600
5047
$47K ﹤0.01%
2,103
+461
5048
$47K ﹤0.01%
714
+270
5049
$47K ﹤0.01%
663
-101
5050
$47K ﹤0.01%
4,324
-1,436