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
2976
$4.28M ﹤0.01%
293,231
-3,108
2977
$4.27M ﹤0.01%
17,682
+2,998
2978
$4.27M ﹤0.01%
870,234
-1,883,232
2979
$4.27M ﹤0.01%
591,675
+16,695
2980
$4.27M ﹤0.01%
720,605
+52,101
2981
$4.26M ﹤0.01%
122,172
-171
2982
$4.25M ﹤0.01%
153,435
+50,833
2983
$4.25M ﹤0.01%
291,880
-24,132
2984
$4.23M ﹤0.01%
117,714
-23,740
2985
$4.22M ﹤0.01%
62,453
-4,894
2986
$4.22M ﹤0.01%
476,900
+47,801
2987
$4.22M ﹤0.01%
152,518
+24,424
2988
$4.22M ﹤0.01%
100,786
+12,472
2989
$4.21M ﹤0.01%
107,663
-3,768
2990
$4.21M ﹤0.01%
106,492
-2,057
2991
$4.21M ﹤0.01%
183,158
-16,541
2992
$4.21M ﹤0.01%
61,545
-17,445
2993
$4.21M ﹤0.01%
277,024
+36,799
2994
$4.2M ﹤0.01%
1,289,794
+82,087
2995
$4.19M ﹤0.01%
314,675
+97,554
2996
$4.18M ﹤0.01%
97,595
-3,646
2997
$4.18M ﹤0.01%
90,286
-58,738
2998
$4.17M ﹤0.01%
252,786
+202,034
2999
$4.17M ﹤0.01%
470,596
+167,954
3000
$4.17M ﹤0.01%
159,230
+22,600