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
1476
$24.3M ﹤0.01%
1,209,804
+86,657
1477
$24.3M ﹤0.01%
1,215,233
+6,834
1478
$24.2M ﹤0.01%
375,624
+54,905
1479
$24.2M ﹤0.01%
437,807
+80,950
1480
$24.1M ﹤0.01%
1,684,780
+33,799
1481
$24.1M ﹤0.01%
1,055,193
-178,605
1482
$24.1M ﹤0.01%
336,192
+87,938
1483
$24.1M ﹤0.01%
834,545
+116,615
1484
$24M ﹤0.01%
384,731
+94,867
1485
$24M ﹤0.01%
359,253
+89,539
1486
$24M ﹤0.01%
657,026
+163,626
1487
$23.9M ﹤0.01%
870,803
+129,697
1488
$23.9M ﹤0.01%
601,768
+207,054
1489
$23.9M ﹤0.01%
341,742
-46,917
1490
$23.9M ﹤0.01%
1,085,862
-29,277
1491
$23.8M ﹤0.01%
318,676
+14,687
1492
$23.8M ﹤0.01%
528,263
+45,056
1493
$23.8M ﹤0.01%
410,302
+162,737
1494
$23.8M ﹤0.01%
18,070
+1,590
1495
$23.8M ﹤0.01%
446,353
+136,692
1496
$23.7M ﹤0.01%
1,337,049
+160,696
1497
$23.7M ﹤0.01%
636,265
-1,120
1498
$23.6M ﹤0.01%
3,443,130
+1,349,482
1499
$23.6M ﹤0.01%
32,661
+16,477
1500
$23.6M ﹤0.01%
335,134
+61,895