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
5201
$30K ﹤0.01%
1,150
5202
$30K ﹤0.01%
19,300
+42
5203
$30K ﹤0.01%
1,343
-4,075
5204
$30K ﹤0.01%
13,970
-3,426
5205
$29K ﹤0.01%
+10,000
5206
$29K ﹤0.01%
63,559
+11,650
5207
$29K ﹤0.01%
825
5208
$29K ﹤0.01%
1,720
+472
5209
$29K ﹤0.01%
1,977
+61
5210
$29K ﹤0.01%
19,585
+85
5211
$29K ﹤0.01%
1,221
+827
5212
$29K ﹤0.01%
372
-31
5213
$29K ﹤0.01%
256
-93,932
5214
$29K ﹤0.01%
+629
5215
$29K ﹤0.01%
2,897
-3,199
5216
$29K ﹤0.01%
39
5217
$29K ﹤0.01%
26
-1
5218
$29K ﹤0.01%
1,769
-238
5219
$28K ﹤0.01%
2,000
5220
$28K ﹤0.01%
13,000
5221
$28K ﹤0.01%
1,684
+509
5222
$28K ﹤0.01%
878
+721
5223
$28K ﹤0.01%
+4,000
5224
$28K ﹤0.01%
32,159
-315
5225
$27K ﹤0.01%
948
-757