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
5301
$21K ﹤0.01%
609
+607
5302
$21K ﹤0.01%
449
+318
5303
$21K ﹤0.01%
1,000
5304
$21K ﹤0.01%
1,360
-763
5305
$21K ﹤0.01%
11,591
-585
5306
$21K ﹤0.01%
7,730
+4,263
5307
$21K ﹤0.01%
200
5308
$21K ﹤0.01%
12,400
5309
$21K ﹤0.01%
192
5310
$21K ﹤0.01%
1,233
+1,039
5311
$21K ﹤0.01%
880
-3,012
5312
$21K ﹤0.01%
5,636
+88
5313
$21K ﹤0.01%
605
+5
5314
$21K ﹤0.01%
96
+73
5315
$21K ﹤0.01%
887
+437
5316
$21K ﹤0.01%
492
-240
5317
$21K ﹤0.01%
+1,043
5318
$21K ﹤0.01%
2,000
+1,300
5319
$21K ﹤0.01%
6,300
+1,500
5320
$21K ﹤0.01%
973
+684
5321
$21K ﹤0.01%
+980
5322
$21K ﹤0.01%
5,383
-82,409
5323
$20K ﹤0.01%
500
-876
5324
$20K ﹤0.01%
14,365
+6,737
5325
$20K ﹤0.01%
4,678
+2,811