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
6001
$1K ﹤0.01%
124
-214
6002
-56
6003
-26,000
6004
-555,429
6005
$0 ﹤0.01%
+4
6006
$0 ﹤0.01%
17
+9
6007
$0 ﹤0.01%
+4
6008
$0 ﹤0.01%
+30
6009
$0 ﹤0.01%
+28
6010
-200
6011
-290
6012
$0 ﹤0.01%
1
6013
0
6014
-100,000
6015
$0 ﹤0.01%
75
-5,485
6016
-15,750
6017
-997
6018
-229,454
6019
-161,786
6020
-325,933
6021
-70,729
6022
-206
6023
-355
6024
-2,299,051
6025
-19,224