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
1526
$22.8M ﹤0.01%
694,638
+58,812
1527
$22.8M ﹤0.01%
344,974
+25,988
1528
$22.8M ﹤0.01%
258,952
-7,634
1529
$22.7M ﹤0.01%
987,580
-7,317
1530
$22.7M ﹤0.01%
738,231
+287,184
1531
$22.6M ﹤0.01%
547,953
+137,609
1532
$22.6M ﹤0.01%
550,472
+96,744
1533
$22.6M ﹤0.01%
561,073
+45,545
1534
$22.6M ﹤0.01%
+450,000
1535
$22.6M ﹤0.01%
626,934
-189,234
1536
$22.4M ﹤0.01%
736,904
+396,520
1537
$22.3M ﹤0.01%
332,379
+66,969
1538
$22.3M ﹤0.01%
3,647,328
+190,697
1539
$22.3M ﹤0.01%
278,590
+73,040
1540
$22.2M ﹤0.01%
992,390
-55,993
1541
$22.2M ﹤0.01%
752,464
+186,313
1542
$22.2M ﹤0.01%
2,245,660
+840,555
1543
$22.2M ﹤0.01%
193,301
-120,372
1544
$22.1M ﹤0.01%
165,497
+3,761
1545
$22.1M ﹤0.01%
1,469,539
+15,418
1546
$22M ﹤0.01%
739,450
+208,074
1547
$22M ﹤0.01%
403,670
-2,823
1548
$22M ﹤0.01%
971,378
-698,340
1549
$22M ﹤0.01%
542,218
+166,648
1550
$21.9M ﹤0.01%
608,886
-18,114