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
1551
$21.9M ﹤0.01%
296,683
+135,699
1552
$21.9M ﹤0.01%
830,791
-36,565
1553
$21.9M ﹤0.01%
239,335
+73,064
1554
$21.8M ﹤0.01%
524,416
-40,746
1555
$21.8M ﹤0.01%
761,780
+95,887
1556
$21.8M ﹤0.01%
483,927
+130,229
1557
$21.8M ﹤0.01%
580,158
+129,862
1558
$21.8M ﹤0.01%
324,969
+30,766
1559
$21.7M ﹤0.01%
1,856,172
-34,834
1560
$21.7M ﹤0.01%
880,893
+321,596
1561
$21.7M ﹤0.01%
449,241
-22,145
1562
$21.6M ﹤0.01%
328,964
+33,100
1563
$21.6M ﹤0.01%
508,415
+2,668
1564
$21.6M ﹤0.01%
1,007,396
-551,961
1565
$21.6M ﹤0.01%
448,623
+73,807
1566
$21.6M ﹤0.01%
1,474,921
-786,326
1567
$21.6M ﹤0.01%
596,445
-47,257
1568
$21.6M ﹤0.01%
392,556
+138,249
1569
$21.6M ﹤0.01%
1,350,234
+494,982
1570
$21.5M ﹤0.01%
976,982
+149,450
1571
$21.4M ﹤0.01%
1,551,703
+337,139
1572
$21.4M ﹤0.01%
407,120
+100,067
1573
$21.4M ﹤0.01%
2,044,583
-580,025
1574
$21.4M ﹤0.01%
1,505,963
+37,769
1575
$21.4M ﹤0.01%
410,007
+36,159