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
2226
$9.1M ﹤0.01%
271,929
+214,608
2227
$9.09M ﹤0.01%
1,015,408
+528,694
2228
$9.08M ﹤0.01%
84,577
+24,515
2229
$9.05M ﹤0.01%
822,856
+121,766
2230
$9.05M ﹤0.01%
267,722
+76,125
2231
$9.05M ﹤0.01%
306,221
-27,175
2232
$9.05M ﹤0.01%
811,450
+238,127
2233
$9.04M ﹤0.01%
189,912
+64,842
2234
$9.04M ﹤0.01%
188,185
+47,504
2235
$9.03M ﹤0.01%
240,829
+94,009
2236
$9.03M ﹤0.01%
162,693
+3,594
2237
$9.03M ﹤0.01%
507,140
+147,239
2238
$9.02M ﹤0.01%
412,341
-38,454
2239
$9.01M ﹤0.01%
302,016
-19,553
2240
$9.01M ﹤0.01%
326,867
+6,432
2241
$8.97M ﹤0.01%
199,309
+60,522
2242
$8.96M ﹤0.01%
175,720
+102,140
2243
$8.96M ﹤0.01%
228,621
+17,220
2244
$8.95M ﹤0.01%
2,076,432
-455,927
2245
$8.95M ﹤0.01%
238,575
+54,666
2246
$8.95M ﹤0.01%
175,438
+153,168
2247
$8.94M ﹤0.01%
142,714
+20,238
2248
$8.94M ﹤0.01%
52,190
+4,470
2249
$8.92M ﹤0.01%
281,886
+6,830
2250
$8.89M ﹤0.01%
450,391
+39,623