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
2126
$10.5M ﹤0.01%
305,954
+157,160
2127
$10.5M ﹤0.01%
445,779
+49,297
2128
$10.5M ﹤0.01%
69,049
+11,627
2129
$10.4M ﹤0.01%
1,144,406
+309,194
2130
$10.4M ﹤0.01%
551,139
+67,408
2131
$10.4M ﹤0.01%
99,020
+30,911
2132
$10.4M ﹤0.01%
366,161
+53,073
2133
$10.4M ﹤0.01%
183,162
-4,524
2134
$10.4M ﹤0.01%
761,352
-2,630
2135
$10.4M ﹤0.01%
891,040
+24,960
2136
$10.4M ﹤0.01%
127,245
-7,218
2137
$10.4M ﹤0.01%
448,045
+49,624
2138
$10.4M ﹤0.01%
386,311
+7,834
2139
$10.3M ﹤0.01%
135,564
+11,803
2140
$10.3M ﹤0.01%
1,069,655
-166,444
2141
$10.3M ﹤0.01%
2,712,892
-599,246
2142
$10.3M ﹤0.01%
670,174
+3,469
2143
$10.3M ﹤0.01%
+400,000
2144
$10.3M ﹤0.01%
452,603
+18,418
2145
$10.3M ﹤0.01%
375,308
+187,866
2146
$10.3M ﹤0.01%
158,070
-14,601
2147
$10.3M ﹤0.01%
276,191
+25,417
2148
$10.3M ﹤0.01%
523,701
-34,446
2149
$10.3M ﹤0.01%
531,312
+31,898
2150
$10.2M ﹤0.01%
957,502
-121,203