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
2326
$8.27M ﹤0.01%
378,964
+115,025
2327
$8.27M ﹤0.01%
391,184
+263,316
2328
$8.26M ﹤0.01%
311,121
+301,156
2329
$8.26M ﹤0.01%
110,697
+23,192
2330
$8.26M ﹤0.01%
492,903
+99,912
2331
$8.25M ﹤0.01%
385,547
-33,792
2332
$8.24M ﹤0.01%
837,088
-439,662
2333
$8.23M ﹤0.01%
203,069
+152,631
2334
$8.2M ﹤0.01%
649,910
+106,829
2335
$8.19M ﹤0.01%
527,110
+97,957
2336
$8.19M ﹤0.01%
433,605
+297,150
2337
$8.18M ﹤0.01%
311,546
+57,828
2338
$8.18M ﹤0.01%
164,225
+35,498
2339
$8.18M ﹤0.01%
342,337
+12,899
2340
$8.16M ﹤0.01%
176,740
+17,003
2341
$8.16M ﹤0.01%
370,455
-19,930
2342
$8.15M ﹤0.01%
445,627
-51,507
2343
$8.15M ﹤0.01%
144,980
+16,545
2344
$8.14M ﹤0.01%
256,968
-4,037
2345
$8.13M ﹤0.01%
165,033
+5,953
2346
$8.12M ﹤0.01%
721,448
+299,412
2347
$8.12M ﹤0.01%
89,955
+16,854
2348
$8.1M ﹤0.01%
191,281
-7,492
2349
$8.1M ﹤0.01%
913,052
+296,109
2350
$8.07M ﹤0.01%
224,194
+75,457