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
5326
$20K ﹤0.01%
4,668
-11,470
5327
$20K ﹤0.01%
3,200
+1,000
5328
$20K ﹤0.01%
1,000
5329
$20K ﹤0.01%
2,236
+1,230
5330
$20K ﹤0.01%
6,007
+7
5331
$20K ﹤0.01%
2,500
-1,500
5332
$20K ﹤0.01%
577
-4,462
5333
$20K ﹤0.01%
15
+14
5334
$20K ﹤0.01%
1,566
-3,519
5335
$20K ﹤0.01%
475
+206
5336
$20K ﹤0.01%
2,037
+717
5337
$20K ﹤0.01%
1,098
+1,016
5338
$19K ﹤0.01%
1,356
+1,032
5339
$19K ﹤0.01%
1,000
5340
$19K ﹤0.01%
2,634
-396
5341
$19K ﹤0.01%
1,663
-606
5342
$19K ﹤0.01%
+3,171
5343
$19K ﹤0.01%
41
5344
$19K ﹤0.01%
520
+494
5345
$19K ﹤0.01%
494
+492
5346
$19K ﹤0.01%
296
+120
5347
$19K ﹤0.01%
1,509
-812
5348
$19K ﹤0.01%
447
+47
5349
$19K ﹤0.01%
88
+70
5350
$19K ﹤0.01%
4,075