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
2251
$8.88M ﹤0.01%
623,070
+108,395
2252
$8.88M ﹤0.01%
900,196
-127,219
2253
$8.88M ﹤0.01%
200,453
+33,320
2254
$8.88M ﹤0.01%
153,034
+3,332
2255
$8.88M ﹤0.01%
283,424
+54,113
2256
$8.86M ﹤0.01%
179,983
+39,317
2257
$8.85M ﹤0.01%
395,186
+250,664
2258
$8.83M ﹤0.01%
317,133
+76,848
2259
$8.81M ﹤0.01%
615,847
+132,638
2260
$8.8M ﹤0.01%
191,911
+41,122
2261
$8.8M ﹤0.01%
74,897
+26,859
2262
$8.77M ﹤0.01%
557,432
-3,631
2263
$8.77M ﹤0.01%
246,544
+44,678
2264
$8.77M ﹤0.01%
478,278
-75,679
2265
$8.76M ﹤0.01%
48,360
+1,571
2266
$8.75M ﹤0.01%
486,425
+151,371
2267
$8.75M ﹤0.01%
626,271
+204,993
2268
$8.75M ﹤0.01%
385,812
+250,866
2269
$8.75M ﹤0.01%
216,745
-4,432
2270
$8.73M ﹤0.01%
416,337
-238,796
2271
$8.71M ﹤0.01%
733,980
+62,316
2272
$8.7M ﹤0.01%
23,271
+10,864
2273
$8.7M ﹤0.01%
194,633
-11,536
2274
$8.7M ﹤0.01%
520,982
-25,844
2275
$8.69M ﹤0.01%
216,760
-27,719