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
1451
$25.1M ﹤0.01%
524,199
+150,828
1452
$25M ﹤0.01%
759,166
+191,859
1453
$25M ﹤0.01%
859,320
+248,581
1454
$25M ﹤0.01%
991,283
+270,670
1455
$24.8M ﹤0.01%
1,061,458
+651,304
1456
$24.8M ﹤0.01%
3,728,279
+1,026,536
1457
$24.8M ﹤0.01%
2,143,816
-72,717
1458
$24.7M ﹤0.01%
524,713
+364,539
1459
$24.7M ﹤0.01%
537,626
+12,153
1460
$24.6M ﹤0.01%
162,500
+54,222
1461
$24.6M ﹤0.01%
1,156,207
-63,106
1462
$24.5M ﹤0.01%
121,431
+12,093
1463
$24.5M ﹤0.01%
1,369,984
+197,214
1464
$24.5M ﹤0.01%
701,408
+7,484
1465
$24.5M ﹤0.01%
863,075
+370,793
1466
$24.4M ﹤0.01%
465,042
+222,809
1467
$24.4M ﹤0.01%
46,768
+869
1468
$24.4M ﹤0.01%
787,048
-39,152
1469
$24.4M ﹤0.01%
862,740
+57,141
1470
$24.3M ﹤0.01%
1,142,087
+357,140
1471
$24.3M ﹤0.01%
409,326
+56,602
1472
$24.3M ﹤0.01%
987,679
-101,217
1473
$24.3M ﹤0.01%
408,658
+159,286
1474
$24.3M ﹤0.01%
630,833
+17,166
1475
$24.3M ﹤0.01%
586,132
+330,867