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
4201
$229K ﹤0.01%
11,434
+11,058
4202
$229K ﹤0.01%
28,702
+11,776
4203
$229K ﹤0.01%
13,873
-615
4204
$229K ﹤0.01%
11,042
+6,093
4205
$229K ﹤0.01%
11,378
+8,574
4206
$228K ﹤0.01%
7,743
-2,165
4207
$228K ﹤0.01%
31,947
-1,298
4208
$228K ﹤0.01%
13,462
+12,783
4209
$228K ﹤0.01%
17,532
-1,125
4210
$227K ﹤0.01%
6,860
-1,381
4211
$227K ﹤0.01%
33,581
-24,579
4212
$227K ﹤0.01%
19,333
-83,873
4213
$226K ﹤0.01%
16,070
+1,150
4214
$225K ﹤0.01%
4,250
+416
4215
$225K ﹤0.01%
8,874
+5,824
4216
$224K ﹤0.01%
15,978
+734
4217
$224K ﹤0.01%
32,258
-6,905
4218
$224K ﹤0.01%
16,285
-22,823
4219
$223K ﹤0.01%
5,970
-13,943
4220
$223K ﹤0.01%
10,000
4221
$223K ﹤0.01%
21,529
+2,062
4222
$222K ﹤0.01%
6,965
-8,654
4223
$222K ﹤0.01%
258,508
+73,571
4224
$221K ﹤0.01%
50,460
+31,656
4225
$221K ﹤0.01%
+9,865