Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 14.11%
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
501
$244M 0.02%
1,690,200
-2,122,295
502
$244M 0.02%
8,291,694
+220,127
503
$244M 0.02%
7,605,295
-604,856
504
$242M 0.02%
4,156,161
-112,870
505
$241M 0.02%
+2,923,943
506
$240M 0.02%
1,486,410
+46,060
507
$240M 0.02%
4,605,951
-171,900
508
$239M 0.02%
1,881,637
-119,886
509
$239M 0.02%
5,952,499
+122,241
510
$239M 0.02%
1,680,362
-150,671
511
$238M 0.02%
5,596,024
+93,153
512
$238M 0.02%
3,990,727
+795,635
513
$236M 0.02%
3,636,289
+169,224
514
$235M 0.02%
5,769,056
-786,455
515
$235M 0.02%
5,917,497
-424,223
516
$234M 0.02%
8,659,958
+1,848,545
517
$232M 0.02%
3,148,795
-65,381
518
$232M 0.02%
2,517,995
+483,474
519
$232M 0.02%
1,244,416
-107,288
520
$227M 0.02%
2,358,865
-36,356
521
$227M 0.02%
5,483,468
+353,104
522
$224M 0.02%
1,899,542
-31,721
523
$222M 0.02%
2,736,215
-655,735
524
$221M 0.02%
5,218,523
-362,323
525
$221M 0.02%
9,622,681
-355,011