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
3076
$3.72M ﹤0.01%
64,671
+6,742
3077
$3.71M ﹤0.01%
315,305
-51,151
3078
$3.7M ﹤0.01%
180,299
-136,588
3079
$3.7M ﹤0.01%
133,236
-5,324
3080
$3.7M ﹤0.01%
298,920
-197,426
3081
$3.7M ﹤0.01%
2,090,313
+1,398,232
3082
$3.69M ﹤0.01%
154,548
+1,201
3083
$3.68M ﹤0.01%
325,262
+120,927
3084
$3.67M ﹤0.01%
50,919
+30,200
3085
$3.65M ﹤0.01%
142,771
-12,726
3086
$3.65M ﹤0.01%
82,892
-2,820
3087
$3.64M ﹤0.01%
160,520
+19,334
3088
$3.63M ﹤0.01%
154,198
-4,927
3089
$3.63M ﹤0.01%
315,558
-30,753
3090
$3.63M ﹤0.01%
163,164
+44,570
3091
$3.62M ﹤0.01%
136,073
-123,141
3092
$3.62M ﹤0.01%
63,005
+25,635
3093
$3.61M ﹤0.01%
106,471
+11,451
3094
$3.6M ﹤0.01%
516,451
-58,145
3095
$3.6M ﹤0.01%
783,580
-191,541
3096
$3.6M ﹤0.01%
227,935
+4,319
3097
$3.59M ﹤0.01%
116,818
-11,342
3098
$3.59M ﹤0.01%
828,013
+336,855
3099
$3.59M ﹤0.01%
169,495
-83,398
3100
$3.59M ﹤0.01%
356,101
-72,610