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
601
$178M 0.02%
748,678
-189,079
602
$178M 0.02%
2,753,353
+1,142,982
603
$177M 0.02%
1,177,060
+108,564
604
$177M 0.02%
1,529,862
+190,629
605
$176M 0.02%
2,940,176
+586,663
606
$176M 0.02%
1,465,751
+126,215
607
$176M 0.02%
1,289,409
-180,334
608
$175M 0.02%
3,718,487
+2,757,014
609
$175M 0.02%
6,867,267
-134,178
610
$175M 0.02%
5,866,388
-1,582,684
611
$175M 0.02%
496,373
-59,903
612
$175M 0.02%
1,568,100
+57,282
613
$174M 0.02%
736,108
-50,951
614
$174M 0.02%
2,169,435
-218,922
615
$173M 0.02%
3,415,713
-355,152
616
$172M 0.02%
5,056,491
+1,298,603
617
$172M 0.02%
863,921
+86,252
618
$171M 0.02%
6,883,734
+145,197
619
$171M 0.02%
4,765,939
-234,021
620
$171M 0.02%
1,656,665
-311,453
621
$171M 0.02%
1,199,671
+208,240
622
$171M 0.02%
1,167,188
-1,247,107
623
$170M 0.02%
629,413
+90,776
624
$170M 0.02%
1,870,113
+123,007
625
$170M 0.02%
3,518,761
-300,830