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
1326
$30.5M ﹤0.01%
763,817
+268,909
1327
$30.5M ﹤0.01%
525,908
+205,035
1328
$30.5M ﹤0.01%
1,176,222
+154,547
1329
$30.4M ﹤0.01%
1,205,734
+101,222
1330
$30.4M ﹤0.01%
1,713,095
+456,260
1331
$30.3M ﹤0.01%
995,558
+172,301
1332
$30.2M ﹤0.01%
841,793
+229,074
1333
$30.2M ﹤0.01%
811,891
+316,013
1334
$30.1M ﹤0.01%
577,465
-53,169
1335
$30M ﹤0.01%
1,198,811
+47,591
1336
$30M ﹤0.01%
1,182,587
+51,273
1337
$29.9M ﹤0.01%
864,196
+29,961
1338
$29.9M ﹤0.01%
1,739,818
+32,823
1339
$29.9M ﹤0.01%
524,369
+125,406
1340
$29.7M ﹤0.01%
420,688
+77,319
1341
$29.6M ﹤0.01%
572,501
+88,287
1342
$29.5M ﹤0.01%
472,926
+109,707
1343
$29.4M ﹤0.01%
1,370,196
+114,172
1344
$29.4M ﹤0.01%
339,991
+82,917
1345
$29.3M ﹤0.01%
287,638
+66,788
1346
$29.3M ﹤0.01%
1,027,939
+14,907
1347
$29.3M ﹤0.01%
1,291,208
+10,791
1348
$29.3M ﹤0.01%
1,284,716
+265,751
1349
$29.2M ﹤0.01%
1,460,769
+335,057
1350
$29.2M ﹤0.01%
808,979
-65,082