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
501
$158M 0.03%
1,045,280
+300,434
502
$156M 0.02%
4,014,421
+3,689
503
$156M 0.02%
2,689,487
+432,959
504
$156M 0.02%
2,423,697
+561,871
505
$155M 0.02%
801,583
+129,006
506
$155M 0.02%
2,341,703
+503,127
507
$153M 0.02%
1,507,048
+111,298
508
$153M 0.02%
2,063,316
-14,058
509
$153M 0.02%
2,001,658
+13,988
510
$152M 0.02%
1,462,727
-83,427
511
$152M 0.02%
3,117,319
+691,964
512
$151M 0.02%
874,293
-206,007
513
$151M 0.02%
1,672,083
+234,152
514
$151M 0.02%
2,633,476
+843,445
515
$151M 0.02%
2,687,626
+1,052,018
516
$151M 0.02%
4,640,464
+519,984
517
$150M 0.02%
3,854,506
+323,148
518
$150M 0.02%
1,007,768
+683,631
519
$150M 0.02%
3,394,644
+430,899
520
$149M 0.02%
659,125
+191,109
521
$148M 0.02%
1,781,195
+475,228
522
$147M 0.02%
5,574,737
+1,408,646
523
$147M 0.02%
1,078,056
-2,659,934
524
$146M 0.02%
5,620,401
+1,074,159
525
$146M 0.02%
959,538
+40,680