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
5151
$35K ﹤0.01%
3,800
-3,913
5152
$35K ﹤0.01%
2,701
-18,175
5153
$35K ﹤0.01%
+1,294
5154
$35K ﹤0.01%
3
+2
5155
$35K ﹤0.01%
+280
5156
$35K ﹤0.01%
1,401
+1
5157
$35K ﹤0.01%
2,600
5158
$35K ﹤0.01%
5,504
+29
5159
$35K ﹤0.01%
12,384
-46,080
5160
$35K ﹤0.01%
2,415
+542
5161
$34K ﹤0.01%
1,039
+1,012
5162
$34K ﹤0.01%
5,562
+2,866
5163
$34K ﹤0.01%
+1,844
5164
$34K ﹤0.01%
+544
5165
$34K ﹤0.01%
2,725
+2,034
5166
$34K ﹤0.01%
20,000
5167
$34K ﹤0.01%
2,859
-3
5168
$34K ﹤0.01%
103
-40
5169
$34K ﹤0.01%
6,544
5170
$34K ﹤0.01%
12,438
-3,694
5171
$33K ﹤0.01%
1,333
+402
5172
$33K ﹤0.01%
4,150
+1,691
5173
$33K ﹤0.01%
69
5174
$33K ﹤0.01%
1,372
+225
5175
$33K ﹤0.01%
2,550
-12,903