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
1826
$15.2M ﹤0.01%
282,833
+108,640
1827
$15.2M ﹤0.01%
248,135
+16,203
1828
$15.2M ﹤0.01%
264,772
+11,167
1829
$15.2M ﹤0.01%
353,571
+119,800
1830
$15.1M ﹤0.01%
1,803,983
+329,223
1831
$15.1M ﹤0.01%
654,547
+440,766
1832
$15.1M ﹤0.01%
408,518
+3,806
1833
$15.1M ﹤0.01%
459,249
+55,920
1834
$15M ﹤0.01%
587,537
+78,013
1835
$15M ﹤0.01%
202,987
+40,501
1836
$15M ﹤0.01%
261,452
+54,443
1837
$15M ﹤0.01%
853,519
+114,066
1838
$15M ﹤0.01%
1,265,409
+194,088
1839
$14.9M ﹤0.01%
286,841
-38,686
1840
$14.9M ﹤0.01%
405,032
+124,455
1841
$14.9M ﹤0.01%
388,211
+26,342
1842
$14.9M ﹤0.01%
454,689
+45,321
1843
$14.9M ﹤0.01%
641,092
+71,120
1844
$14.9M ﹤0.01%
626,664
+291,452
1845
$14.9M ﹤0.01%
385,790
+189,615
1846
$14.8M ﹤0.01%
188,325
-5,632
1847
$14.8M ﹤0.01%
625,813
+332,455
1848
$14.8M ﹤0.01%
1,281,958
+210,990
1849
$14.8M ﹤0.01%
5,438,282
-5,465,585
1850
$14.8M ﹤0.01%
358,654
+96,364