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
1401
$27.1M ﹤0.01%
668,709
+119,547
1402
$27.1M ﹤0.01%
872,690
-80,416
1403
$26.9M ﹤0.01%
681,466
+583,628
1404
$26.8M ﹤0.01%
346,488
+68,630
1405
$26.8M ﹤0.01%
5,978,753
-617,723
1406
$26.8M ﹤0.01%
1,971,811
+643,882
1407
$26.8M ﹤0.01%
2,869,349
-84,945
1408
$26.7M ﹤0.01%
1,595,505
-426,243
1409
$26.7M ﹤0.01%
269,896
+1,839
1410
$26.7M ﹤0.01%
990,732
+286,879
1411
$26.5M ﹤0.01%
639,327
+84,873
1412
$26.5M ﹤0.01%
403,264
+109,337
1413
$26.3M ﹤0.01%
1,811,717
+428,893
1414
$26.3M ﹤0.01%
599,321
+110,763
1415
$26.2M ﹤0.01%
309,762
+61,804
1416
$26.2M ﹤0.01%
956,775
+122,208
1417
$26.1M ﹤0.01%
468,193
-11,544
1418
$26M ﹤0.01%
797,099
+219,168
1419
$26M ﹤0.01%
436,873
+82,747
1420
$26M ﹤0.01%
387,812
+41,527
1421
$26M ﹤0.01%
687,479
+161,427
1422
$25.9M ﹤0.01%
919,090
+289,949
1423
$25.9M ﹤0.01%
1,104,581
+263,913
1424
$25.8M ﹤0.01%
905,124
+162,071
1425
$25.8M ﹤0.01%
458,845
+103,217