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
1601
$20.9M ﹤0.01%
469,923
+115,361
1602
$20.8M ﹤0.01%
441,217
+204,757
1603
$20.8M ﹤0.01%
214,560
+10,849
1604
$20.8M ﹤0.01%
551,116
+41,712
1605
$20.8M ﹤0.01%
511,195
+114,037
1606
$20.7M ﹤0.01%
272,363
+84,327
1607
$20.7M ﹤0.01%
219,523
+44,892
1608
$20.7M ﹤0.01%
404,745
+181,552
1609
$20.7M ﹤0.01%
748,156
+59,992
1610
$20.5M ﹤0.01%
233,446
+95,094
1611
$20.5M ﹤0.01%
446,706
+142,832
1612
$20.5M ﹤0.01%
1,731,323
+25,489
1613
$20.5M ﹤0.01%
845,730
+58,114
1614
$20.5M ﹤0.01%
372,325
-63,791
1615
$20.4M ﹤0.01%
956,955
-106,922
1616
$20.4M ﹤0.01%
238,663
+29,122
1617
$20.4M ﹤0.01%
272,612
+153,991
1618
$20.4M ﹤0.01%
461,482
-30,404
1619
$20.3M ﹤0.01%
268,596
+38,881
1620
$20.3M ﹤0.01%
581,692
-25,635
1621
$20.3M ﹤0.01%
1,368,717
+142,082
1622
$20.3M ﹤0.01%
314,716
+77,343
1623
$20.2M ﹤0.01%
271,814
+16,815
1624
$20.2M ﹤0.01%
1,263,849
+135,175
1625
$20.2M ﹤0.01%
921,109
+218,311