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
1001
$48.9M 0.01%
1,016,472
+106,583
1002
$48.8M 0.01%
880,126
+486,128
1003
$48.7M 0.01%
213,415
-41,737
1004
$48.7M 0.01%
207,227
+62,193
1005
$48.6M 0.01%
2,483,513
+725,119
1006
$48.6M 0.01%
1,884,765
+16,343
1007
$48.6M 0.01%
1,688,193
+7,491
1008
$48.2M 0.01%
16,885
+2,299
1009
$48.2M 0.01%
1,346,453
+49,286
1010
$48.2M 0.01%
694,144
+262,865
1011
$48M 0.01%
1,613,947
+552,668
1012
$47.9M 0.01%
1,802,879
+499,817
1013
$47.8M 0.01%
2,993,518
-447,113
1014
$47.8M 0.01%
1,288,658
-57,703
1015
$47.8M 0.01%
1,450,954
+289,338
1016
$47.7M 0.01%
1,276,540
-9,267
1017
$47.6M 0.01%
446,271
+67,112
1018
$47.6M 0.01%
1,159,992
+155,976
1019
$47.5M 0.01%
1,179,925
-2,593
1020
$47.4M 0.01%
1,125,147
+2,316
1021
$47.4M 0.01%
1,011,258
+62,400
1022
$47.4M 0.01%
2,472,742
+787,180
1023
$47.2M 0.01%
380,278
+148,189
1024
$47.2M 0.01%
296,691
+102,541
1025
$47.1M 0.01%
1,031,125
-380,618