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
5501
$12K ﹤0.01%
400
+100
5502
$12K ﹤0.01%
266
-1,287
5503
$12K ﹤0.01%
906
5504
$12K ﹤0.01%
+406
5505
$12K ﹤0.01%
22
+21
5506
$12K ﹤0.01%
4,623
-19,477
5507
$12K ﹤0.01%
200
-1,596
5508
$12K ﹤0.01%
320
+311
5509
$12K ﹤0.01%
431
-3,384
5510
$12K ﹤0.01%
+467
5511
$12K ﹤0.01%
1,045
+669
5512
$12K ﹤0.01%
3,300
5513
$12K ﹤0.01%
+395
5514
$12K ﹤0.01%
1,000
-1,673
5515
$12K ﹤0.01%
3,511
+1,599
5516
$12K ﹤0.01%
1,000
5517
$12K ﹤0.01%
500
5518
$12K ﹤0.01%
536
+350
5519
$12K ﹤0.01%
852
+91
5520
$12K ﹤0.01%
416
-3,947
5521
$12K ﹤0.01%
732
+160
5522
$12K ﹤0.01%
825
5523
$12K ﹤0.01%
514
+33
5524
$12K ﹤0.01%
+1,128
5525
$12K ﹤0.01%
6,332