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
2151
$10.2M ﹤0.01%
418,012
+67,076
2152
$10.2M ﹤0.01%
297,015
+1,391
2153
$10.2M ﹤0.01%
13,841
+866
2154
$10.2M ﹤0.01%
1,092,882
-89,436
2155
$10.2M ﹤0.01%
132,117
-10,465
2156
$10.2M ﹤0.01%
421,021
+122,943
2157
$10.1M ﹤0.01%
134,432
+65,935
2158
$10.1M ﹤0.01%
222,022
-35,086
2159
$10.1M ﹤0.01%
193,719
+26,448
2160
$10.1M ﹤0.01%
342,235
+25,740
2161
$10.1M ﹤0.01%
224,579
-39,302
2162
$10.1M ﹤0.01%
86,949
+18,295
2163
$10.1M ﹤0.01%
455,900
+113,857
2164
$10M ﹤0.01%
392,151
-14,210
2165
$10M ﹤0.01%
164,664
+23,042
2166
$10M ﹤0.01%
957,309
+31,046
2167
$10M ﹤0.01%
101,031
+31,450
2168
$9.96M ﹤0.01%
153,210
+7,154
2169
$9.96M ﹤0.01%
445,147
-106,272
2170
$9.95M ﹤0.01%
215,328
+62,824
2171
$9.95M ﹤0.01%
333,157
+95,265
2172
$9.95M ﹤0.01%
293,316
-112,188
2173
$9.92M ﹤0.01%
346,106
-95,271
2174
$9.9M ﹤0.01%
275,466
+47,645
2175
$9.9M ﹤0.01%
423,526
+147,741