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
$350B
AUM Growth
+$93.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,595
New
Increased
Reduced
Closed

Top Buys

1 +$1.78B
2 +$1.68B
3 +$1.54B
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.36B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.34B

Top Sells

1 +$1.18B
2 +$1B
3 +$909M
4
TSM icon
TSMC
TSM
+$459M
5
DTV
DIRECTV COM STK (DE)
DTV
+$459M

Sector Composition

1 Healthcare 9.38%
2 Technology 9.14%
3 Financials 8.94%
4 Industrials 8.76%
5 Consumer Staples 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3776
$538K ﹤0.01%
16,774
-25,096
3777
$538K ﹤0.01%
109,085
+109,029
3778
$537K ﹤0.01%
199,603
-196,256
3779
$532K ﹤0.01%
5,308
-6,677
3780
$531K ﹤0.01%
19,156
-62,735
3781
$531K ﹤0.01%
11,089
-126
3782
$530K ﹤0.01%
51,016
+26,010
3783
$530K ﹤0.01%
50,586
-50,176
3784
$530K ﹤0.01%
18,943
-361
3785
$528K ﹤0.01%
11,779
-9,187
3786
$527K ﹤0.01%
11,032
-5,939
3787
$527K ﹤0.01%
46,863
-10,655
3788
$525K ﹤0.01%
35,222
+10,385
3789
$525K ﹤0.01%
70,773
+52,250
3790
$525K ﹤0.01%
39,913
-30,433
3791
$525K ﹤0.01%
67,355
-39,661
3792
$521K ﹤0.01%
41,912
+4,525
3793
$520K ﹤0.01%
19,056
+5,480
3794
$520K ﹤0.01%
+130,030
3795
$520K ﹤0.01%
21,350
+1,350
3796
$519K ﹤0.01%
13,666
-22,074
3797
$512K ﹤0.01%
16,940
+2,600
3798
$512K ﹤0.01%
20,312
-7,707
3799
$512K ﹤0.01%
31,970
-5,437
3800
$511K ﹤0.01%
5,272
+3,743