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
1801
$15.8M ﹤0.01%
137,927
-284
1802
$15.8M ﹤0.01%
106,718
+29,381
1803
$15.8M ﹤0.01%
307,762
+20,774
1804
$15.8M ﹤0.01%
624,476
+252,175
1805
$15.7M ﹤0.01%
546,012
+393,574
1806
$15.7M ﹤0.01%
757,300
+255,440
1807
$15.6M ﹤0.01%
1,037,441
-10,680
1808
$15.6M ﹤0.01%
340,508
+18,528
1809
$15.6M ﹤0.01%
677,900
+235,664
1810
$15.6M ﹤0.01%
229,687
-19,593
1811
$15.6M ﹤0.01%
150,309
+128,575
1812
$15.5M ﹤0.01%
407,674
+71,592
1813
$15.5M ﹤0.01%
316,612
+96,222
1814
$15.5M ﹤0.01%
312,619
+70,554
1815
$15.5M ﹤0.01%
811,760
-138,551
1816
$15.5M ﹤0.01%
209,726
+51,281
1817
$15.4M ﹤0.01%
306,481
-10,704
1818
$15.4M ﹤0.01%
718,556
+281,402
1819
$15.4M ﹤0.01%
820,026
+134,043
1820
$15.4M ﹤0.01%
630,111
-120,684
1821
$15.3M ﹤0.01%
391,402
-91,908
1822
$15.3M ﹤0.01%
1,153,135
-37,052
1823
$15.3M ﹤0.01%
745,169
+172,197
1824
$15.2M ﹤0.01%
953,998
-188,021
1825
$15.2M ﹤0.01%
686,686
+160,500