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
1501
$23.6M ﹤0.01%
289,889
+44,200
1502
$23.5M ﹤0.01%
203,036
+13,510
1503
$23.5M ﹤0.01%
186,528
+68,826
1504
$23.5M ﹤0.01%
2,428,731
+194,211
1505
$23.5M ﹤0.01%
813,887
+149,428
1506
$23.5M ﹤0.01%
466,767
+131,528
1507
$23.5M ﹤0.01%
1,097,291
+173,546
1508
$23.4M ﹤0.01%
418,194
+122,043
1509
$23.4M ﹤0.01%
2,286,720
+170,733
1510
$23.4M ﹤0.01%
115,484
+61,110
1511
$23.4M ﹤0.01%
383,694
+262,240
1512
$23.4M ﹤0.01%
714,189
+52,224
1513
$23.4M ﹤0.01%
449,264
+23,154
1514
$23.3M ﹤0.01%
2,948,515
+20,716
1515
$23.3M ﹤0.01%
479,500
+65,465
1516
$23.3M ﹤0.01%
126,146
-16,554
1517
$23.3M ﹤0.01%
372,391
+37,926
1518
$23.2M ﹤0.01%
158,424
+61,394
1519
$23.2M ﹤0.01%
274,993
+32,002
1520
$23.1M ﹤0.01%
579,675
+236,325
1521
$22.9M ﹤0.01%
407,968
+15,572
1522
$22.9M ﹤0.01%
148,591
-17,266
1523
$22.9M ﹤0.01%
2,672,185
-294,702
1524
$22.9M ﹤0.01%
93,605
+48,115
1525
$22.9M ﹤0.01%
844,749
+226,399