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
2301
$8.49M ﹤0.01%
101,428
+11,288
2302
$8.47M ﹤0.01%
272,710
+175,431
2303
$8.46M ﹤0.01%
420,992
+123,970
2304
$8.46M ﹤0.01%
176,256
+20,193
2305
$8.45M ﹤0.01%
135,018
-26,066
2306
$8.44M ﹤0.01%
139,822
+23,817
2307
$8.42M ﹤0.01%
360,855
-204,738
2308
$8.42M ﹤0.01%
606,084
-55,981
2309
$8.41M ﹤0.01%
481,130
+100,422
2310
$8.4M ﹤0.01%
144,560
+140,824
2311
$8.4M ﹤0.01%
605,544
+224,904
2312
$8.4M ﹤0.01%
940,180
+41,924
2313
$8.39M ﹤0.01%
269,346
-162,397
2314
$8.38M ﹤0.01%
220,699
+7,153
2315
$8.38M ﹤0.01%
271,144
+68,124
2316
$8.35M ﹤0.01%
251,991
+80,171
2317
$8.34M ﹤0.01%
1,258,540
+521,718
2318
$8.34M ﹤0.01%
313,582
+75,880
2319
$8.34M ﹤0.01%
558,929
+85,120
2320
$8.32M ﹤0.01%
165,246
-7,455
2321
$8.32M ﹤0.01%
422,330
+18,717
2322
$8.3M ﹤0.01%
227,494
+6,194
2323
$8.29M ﹤0.01%
220,810
-38,710
2324
$8.28M ﹤0.01%
340,162
+118,280
2325
$8.27M ﹤0.01%
146,659
+20,927