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
2276
$8.68M ﹤0.01%
582,584
+235,544
2277
$8.67M ﹤0.01%
432,174
-41,501
2278
$8.67M ﹤0.01%
21,474
-5,969
2279
$8.65M ﹤0.01%
154,352
+7,242
2280
$8.64M ﹤0.01%
288,347
+150,000
2281
$8.63M ﹤0.01%
889,816
-16,554
2282
$8.63M ﹤0.01%
185,992
+71,708
2283
$8.62M ﹤0.01%
231,701
+34,779
2284
$8.61M ﹤0.01%
169,034
-16,347
2285
$8.61M ﹤0.01%
219,339
+112,802
2286
$8.59M ﹤0.01%
407,221
-152,270
2287
$8.59M ﹤0.01%
127,419
+100,493
2288
$8.58M ﹤0.01%
470,853
+14,628
2289
$8.58M ﹤0.01%
207,228
+84,012
2290
$8.57M ﹤0.01%
193,906
+59,183
2291
$8.56M ﹤0.01%
442,365
-109,650
2292
$8.55M ﹤0.01%
513,778
+84,527
2293
$8.54M ﹤0.01%
477,935
-548,629
2294
$8.54M ﹤0.01%
685,822
+157,183
2295
$8.54M ﹤0.01%
395,670
+259,380
2296
$8.53M ﹤0.01%
258,587
+15,028
2297
$8.52M ﹤0.01%
915,675
+75,285
2298
$8.52M ﹤0.01%
1,299,159
-142,566
2299
$8.52M ﹤0.01%
610,990
-58,853
2300
$8.52M ﹤0.01%
440,733
+108,017