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
1676
$18.8M ﹤0.01%
1,229,312
-9,534
1677
$18.8M ﹤0.01%
280,818
+57,516
1678
$18.8M ﹤0.01%
351,353
+31,106
1679
$18.8M ﹤0.01%
989,865
-280,330
1680
$18.8M ﹤0.01%
1,337,708
-29,462
1681
$18.7M ﹤0.01%
391,471
+112,001
1682
$18.7M ﹤0.01%
2,791,594
-1,617,379
1683
$18.7M ﹤0.01%
978,094
+115,506
1684
$18.7M ﹤0.01%
233,430
+49,912
1685
$18.6M ﹤0.01%
675,764
-52,133
1686
$18.6M ﹤0.01%
737,941
-137,480
1687
$18.6M ﹤0.01%
1,450,927
+281,727
1688
$18.5M ﹤0.01%
10,410
+3,894
1689
$18.5M ﹤0.01%
281,670
+115,575
1690
$18.5M ﹤0.01%
983,650
-423,386
1691
$18.5M ﹤0.01%
222,388
+39,637
1692
$18.5M ﹤0.01%
459,586
+153,249
1693
$18.5M ﹤0.01%
351,383
-147,603
1694
$18.5M ﹤0.01%
1,053,096
+329,843
1695
$18.5M ﹤0.01%
285,712
+63,305
1696
$18.5M ﹤0.01%
525,888
-12,803
1697
$18.4M ﹤0.01%
1,296,243
+122,023
1698
$18.4M ﹤0.01%
918,542
-14,407
1699
$18.4M ﹤0.01%
730,904
+226,515
1700
$18.4M ﹤0.01%
1,028,029
-419,928