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
1901
$13.8M ﹤0.01%
156,621
+69,177
1902
$13.8M ﹤0.01%
368,957
+136,254
1903
$13.8M ﹤0.01%
425,858
+167,543
1904
$13.8M ﹤0.01%
270,053
-247,150
1905
$13.8M ﹤0.01%
415,112
+170,732
1906
$13.8M ﹤0.01%
106,096
+24,307
1907
$13.8M ﹤0.01%
301,728
+57,878
1908
$13.7M ﹤0.01%
476,898
-195,178
1909
$13.7M ﹤0.01%
569,023
+25,429
1910
$13.7M ﹤0.01%
215,219
+72,282
1911
$13.7M ﹤0.01%
344,369
-35,156
1912
$13.7M ﹤0.01%
653,491
+56,706
1913
$13.6M ﹤0.01%
142,873
-32,476
1914
$13.6M ﹤0.01%
715,585
-20,652
1915
$13.6M ﹤0.01%
448,954
+79,205
1916
$13.6M ﹤0.01%
226,610
+33,194
1917
$13.5M ﹤0.01%
546,421
+227,904
1918
$13.5M ﹤0.01%
351,820
+124,339
1919
$13.5M ﹤0.01%
628,682
+87,962
1920
$13.5M ﹤0.01%
469,654
-42,621
1921
$13.5M ﹤0.01%
362,499
+81,574
1922
$13.5M ﹤0.01%
390,892
+90,999
1923
$13.5M ﹤0.01%
430,688
-43,106
1924
$13.5M ﹤0.01%
151,185
+19,092
1925
$13.5M ﹤0.01%
707,304
+98,279