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
2201
$9.43M ﹤0.01%
311,077
+40,182
2202
$9.43M ﹤0.01%
489,820
+317,836
2203
$9.43M ﹤0.01%
271,832
+116,106
2204
$9.42M ﹤0.01%
280,472
-26,921
2205
$9.41M ﹤0.01%
167,825
+17,815
2206
$9.4M ﹤0.01%
6,990
+4,051
2207
$9.38M ﹤0.01%
255,929
+163,184
2208
$9.33M ﹤0.01%
221,316
+54,796
2209
$9.31M ﹤0.01%
278,664
-251,263
2210
$9.31M ﹤0.01%
433,470
-98,222
2211
$9.29M ﹤0.01%
327,641
+18,251
2212
$9.29M ﹤0.01%
1,000,175
+293,906
2213
$9.29M ﹤0.01%
588,416
+34,898
2214
$9.28M ﹤0.01%
1,044,216
-25,077
2215
$9.23M ﹤0.01%
469,733
+22,592
2216
$9.23M ﹤0.01%
423,820
+181,153
2217
$9.2M ﹤0.01%
158,065
+38,501
2218
$9.2M ﹤0.01%
396,640
-20,262
2219
$9.17M ﹤0.01%
401,992
+8,254
2220
$9.17M ﹤0.01%
965,435
+155,294
2221
$9.16M ﹤0.01%
866,396
-247,524
2222
$9.15M ﹤0.01%
176,991
+44,243
2223
$9.14M ﹤0.01%
362,858
+116,792
2224
$9.14M ﹤0.01%
168,141
-93,560
2225
$9.13M ﹤0.01%
315,400
+57,440