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
2076
$11.2M ﹤0.01%
326,854
-36,569
2077
$11.2M ﹤0.01%
1,352,368
-92,704
2078
$11.2M ﹤0.01%
207,306
-476
2079
$11.1M ﹤0.01%
742,300
-26,709
2080
$11.1M ﹤0.01%
243,026
+72,583
2081
$11.1M ﹤0.01%
198,693
+25,443
2082
$11.1M ﹤0.01%
394,753
-124,213
2083
$11.1M ﹤0.01%
347,758
-5,927
2084
$11.1M ﹤0.01%
473,036
-17,378
2085
$11.1M ﹤0.01%
424,889
+206,470
2086
$11.1M ﹤0.01%
118,230
-31,843
2087
$11.1M ﹤0.01%
566,914
-26,075
2088
$11.1M ﹤0.01%
326,779
+14,952
2089
$11.1M ﹤0.01%
588,805
+21,979
2090
$11M ﹤0.01%
159,516
+7,017
2091
$11M ﹤0.01%
181,916
+5,558
2092
$11M ﹤0.01%
423,744
+13,176
2093
$11M ﹤0.01%
82,270
+13,866
2094
$10.9M ﹤0.01%
66,017
+11,737
2095
$10.9M ﹤0.01%
292,629
+28,085
2096
$10.9M ﹤0.01%
122,489
+22,949
2097
$10.9M ﹤0.01%
310,855
+36,268
2098
$10.9M ﹤0.01%
282,595
+249,481
2099
$10.9M ﹤0.01%
401,697
+57,698
2100
$10.9M ﹤0.01%
160,678
+65,818