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
1701
$18.4M ﹤0.01%
364,722
+178,205
1702
$18.3M ﹤0.01%
353,718
+131,940
1703
$18.3M ﹤0.01%
2,074,559
+708,224
1704
$18.2M ﹤0.01%
377,940
+41,317
1705
$18.2M ﹤0.01%
464,568
+56,975
1706
$18.1M ﹤0.01%
355,920
-25,426
1707
$18M ﹤0.01%
1,471,647
+282,965
1708
$18M ﹤0.01%
597,309
-12,801
1709
$17.9M ﹤0.01%
615,848
+231,988
1710
$17.9M ﹤0.01%
502,835
-31,613
1711
$17.8M ﹤0.01%
930,257
-8,678
1712
$17.8M ﹤0.01%
685,538
+243,469
1713
$17.8M ﹤0.01%
70,469
+6,612
1714
$17.8M ﹤0.01%
148,313
-255
1715
$17.7M ﹤0.01%
739,112
+283,429
1716
$17.7M ﹤0.01%
532,864
-224,413
1717
$17.7M ﹤0.01%
570,490
+93,877
1718
$17.7M ﹤0.01%
280,856
-23,426
1719
$17.7M ﹤0.01%
330,963
+45,355
1720
$17.7M ﹤0.01%
525,380
-539,882
1721
$17.7M ﹤0.01%
825,640
+274,976
1722
$17.7M ﹤0.01%
162,558
-32,265
1723
$17.6M ﹤0.01%
336,217
-62,181
1724
$17.6M ﹤0.01%
259,200
+11,585
1725
$17.6M ﹤0.01%
705,144
+22,515