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
1351
$29.2M ﹤0.01%
630,158
+149,519
1352
$29.1M ﹤0.01%
511,904
+109,627
1353
$29.1M ﹤0.01%
287,935
+154,276
1354
$29.1M ﹤0.01%
837,252
+235,514
1355
$29.1M ﹤0.01%
213,009
+36,858
1356
$29M ﹤0.01%
854,228
-259,644
1357
$29M ﹤0.01%
440,971
+159,577
1358
$28.9M ﹤0.01%
325,786
-19,386
1359
$28.9M ﹤0.01%
406,830
-22,496
1360
$28.9M ﹤0.01%
922,756
-1,601,156
1361
$28.9M ﹤0.01%
744,933
-16,733
1362
$28.9M ﹤0.01%
1,119,296
+119,930
1363
$28.8M ﹤0.01%
330,687
+86,303
1364
$28.8M ﹤0.01%
244,294
+38,453
1365
$28.8M ﹤0.01%
851,102
-25,773
1366
$28.7M ﹤0.01%
972,823
-1,142,091
1367
$28.7M ﹤0.01%
1,229,208
+253,115
1368
$28.7M ﹤0.01%
1,837,572
+15,036
1369
$28.6M ﹤0.01%
982,336
+18,112
1370
$28.4M ﹤0.01%
629,620
+49,286
1371
$28.4M ﹤0.01%
621,390
+100,163
1372
$28.4M ﹤0.01%
2,160,163
+577,824
1373
$28.3M ﹤0.01%
366,312
+91,273
1374
$28.3M ﹤0.01%
499,646
+99,409
1375
$28.3M ﹤0.01%
295,192
-6,648