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
2426
$7.35M ﹤0.01%
250,845
-137,800
2427
$7.35M ﹤0.01%
470,843
+329,422
2428
$7.34M ﹤0.01%
480,730
+28,593
2429
$7.34M ﹤0.01%
491,438
+660
2430
$7.34M ﹤0.01%
445,398
+48,126
2431
$7.33M ﹤0.01%
200,619
+145,348
2432
$7.33M ﹤0.01%
482,007
-70,596
2433
$7.32M ﹤0.01%
92,040
-32,777
2434
$7.3M ﹤0.01%
292,577
+2,483
2435
$7.3M ﹤0.01%
400,000
-220,000
2436
$7.29M ﹤0.01%
494,442
-743,649
2437
$7.28M ﹤0.01%
140,621
-2,618
2438
$7.28M ﹤0.01%
329,030
+40,498
2439
$7.28M ﹤0.01%
791,781
+429,849
2440
$7.26M ﹤0.01%
297,385
-8,200
2441
$7.26M ﹤0.01%
234,684
+58,346
2442
$7.25M ﹤0.01%
216,307
+111,807
2443
$7.24M ﹤0.01%
211,878
+4,297
2444
$7.22M ﹤0.01%
118,181
-29,696
2445
$7.22M ﹤0.01%
1,569,833
-29,470
2446
$7.22M ﹤0.01%
158,444
-19,087
2447
$7.22M ﹤0.01%
142,320
+29,950
2448
$7.22M ﹤0.01%
159,281
+7,699
2449
$7.21M ﹤0.01%
354,794
+26,330
2450
$7.21M ﹤0.01%
166,220
-104,751