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
2351
$8.06M ﹤0.01%
276,067
+16,056
2352
$8.05M ﹤0.01%
1,411,890
-44,750
2353
$8.05M ﹤0.01%
662,268
+93,925
2354
$8.04M ﹤0.01%
322,535
+126,004
2355
$8M ﹤0.01%
329,939
+92,987
2356
$7.99M ﹤0.01%
529,913
+467,770
2357
$7.98M ﹤0.01%
556,085
-1,320,756
2358
$7.98M ﹤0.01%
128,154
+6,282
2359
$7.92M ﹤0.01%
842,261
+371,677
2360
$7.91M ﹤0.01%
253,993
+121,385
2361
$7.89M ﹤0.01%
244,475
+13,366
2362
$7.89M ﹤0.01%
477,781
+115,738
2363
$7.89M ﹤0.01%
503,994
-5,133
2364
$7.88M ﹤0.01%
668,079
+120,056
2365
$7.87M ﹤0.01%
787,154
+228,699
2366
$7.87M ﹤0.01%
336,065
-26,294
2367
$7.85M ﹤0.01%
560,287
-84,668
2368
$7.84M ﹤0.01%
28,003
+5,804
2369
$7.84M ﹤0.01%
500,481
-169,428
2370
$7.84M ﹤0.01%
2,959,326
-955,739
2371
$7.83M ﹤0.01%
87,312
-3,509
2372
$7.82M ﹤0.01%
292,504
-16,735
2373
$7.82M ﹤0.01%
241,363
+34,565
2374
$7.81M ﹤0.01%
746,285
-167,632
2375
$7.8M ﹤0.01%
369,948
-3,258