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
2101
$10.9M ﹤0.01%
107,715
+13,657
2102
$10.9M ﹤0.01%
500,723
-37,117
2103
$10.8M ﹤0.01%
438,826
-33,803
2104
$10.8M ﹤0.01%
198,052
+22,731
2105
$10.8M ﹤0.01%
510,493
+321
2106
$10.8M ﹤0.01%
868,900
+85,250
2107
$10.8M ﹤0.01%
180,035
+25,952
2108
$10.8M ﹤0.01%
121,008
+2,208
2109
$10.8M ﹤0.01%
181,865
+62,846
2110
$10.7M ﹤0.01%
825,408
-3,714
2111
$10.7M ﹤0.01%
472,660
+20,711
2112
$10.7M ﹤0.01%
592,111
+95,621
2113
$10.7M ﹤0.01%
+353,747
2114
$10.7M ﹤0.01%
457,333
+10,101
2115
$10.7M ﹤0.01%
124,429
-283,157
2116
$10.7M ﹤0.01%
210,317
+132,357
2117
$10.7M ﹤0.01%
320,881
-9,178
2118
$10.6M ﹤0.01%
409,255
+376,256
2119
$10.6M ﹤0.01%
158,773
+43,267
2120
$10.6M ﹤0.01%
285,577
+19,881
2121
$10.6M ﹤0.01%
179,347
+2,697
2122
$10.6M ﹤0.01%
719,161
-37,505
2123
$10.5M ﹤0.01%
249,752
+56,436
2124
$10.5M ﹤0.01%
249,787
-35,255
2125
$10.5M ﹤0.01%
1,237,784
+370,465