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
$880B
AUM Growth
+$67.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1 +$1.06B
2 +$1.03B
3 +$963M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$906M
5
MBB icon
iShares MBS ETF
MBB
+$884M

Top Sells

1 +$2.6B
2 +$1.63B
3 +$1.52B
4
TXN icon
Texas Instruments
TXN
+$995M
5
VT icon
Vanguard Total World Stock ETF
VT
+$973M

Sector Composition

1 Technology 14.1%
2 Financials 7.8%
3 Healthcare 7.12%
4 Industrials 6.02%
5 Consumer Discretionary 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$6.4M ﹤0.01%
88,572
+27,631
2727
$6.4M ﹤0.01%
502,946
+14,035
2728
$6.39M ﹤0.01%
459,575
-5,294
2729
$6.39M ﹤0.01%
260,249
+48,253
2730
$6.39M ﹤0.01%
153,970
-3,406
2731
$6.38M ﹤0.01%
155,036
+46,547
2732
$6.37M ﹤0.01%
1,326,942
+208,403
2733
$6.36M ﹤0.01%
551,233
-208,975
2734
$6.34M ﹤0.01%
324,815
+5,165
2735
$6.33M ﹤0.01%
75,059
-1,041
2736
$6.32M ﹤0.01%
562,534
-13,024
2737
$6.31M ﹤0.01%
1,395,543
+131,775
2738
$6.31M ﹤0.01%
94,652
+28,864
2739
$6.3M ﹤0.01%
570,571
+14,786
2740
$6.26M ﹤0.01%
114,590
+53,858
2741
$6.26M ﹤0.01%
277,844
-177,852
2742
$6.24M ﹤0.01%
930,237
+39,241
2743
$6.24M ﹤0.01%
234,730
-6,695
2744
$6.24M ﹤0.01%
446,352
-38,306
2745
$6.24M ﹤0.01%
286,448
+81,225
2746
$6.24M ﹤0.01%
407,572
-216,820
2747
$6.23M ﹤0.01%
99,938
+8,786
2748
$6.23M ﹤0.01%
103,905
-109,025
2749
$6.21M ﹤0.01%
278,862
+788
2750
$6.19M ﹤0.01%
1,218,005
-413,196