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
5726
$6K ﹤0.01%
1,000
5727
$6K ﹤0.01%
17,574
-99,782
5728
$6K ﹤0.01%
525
5729
$5K ﹤0.01%
+1,571
5730
$5K ﹤0.01%
1,000
-200
5731
$5K ﹤0.01%
95
5732
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19
-1
5733
$5K ﹤0.01%
+1
5734
$5K ﹤0.01%
+242
5735
$5K ﹤0.01%
340
+312
5736
$5K ﹤0.01%
1,424
+38
5737
$5K ﹤0.01%
+683
5738
$5K ﹤0.01%
117
-439
5739
$5K ﹤0.01%
642
+442
5740
$5K ﹤0.01%
143
5741
$5K ﹤0.01%
819
-85
5742
$5K ﹤0.01%
1,250
5743
$5K ﹤0.01%
196
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5744
$5K ﹤0.01%
495
-351
5745
$5K ﹤0.01%
831
-1,034
5746
$5K ﹤0.01%
4,167
+1,517
5747
$5K ﹤0.01%
33
+31
5748
0
5749
$5K ﹤0.01%
333
+313
5750
$5K ﹤0.01%
5