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
1026
$64.6M 0.01%
1,800,349
-357,852
1027
$64.4M 0.01%
1,290,268
-56,268
1028
$64.2M 0.01%
980,174
+44,943
1029
$64.1M 0.01%
853,315
+566,880
1030
$64.1M 0.01%
358,782
+48,311
1031
$63.8M 0.01%
2,164,408
+658,447
1032
$63.7M 0.01%
378,286
-4,262
1033
$63.4M 0.01%
2,868,665
+370,991
1034
$63.4M 0.01%
750,379
+140,580
1035
$62.7M 0.01%
8,958
-423
1036
$62.6M 0.01%
770,497
+174,871
1037
$62.5M 0.01%
4,016,218
-5,833,851
1038
$62.5M 0.01%
1,416,541
-675
1039
$62.5M 0.01%
974,444
-63,230
1040
$62.3M 0.01%
348,540
-105,613
1041
$62.3M 0.01%
472,979
-86,792
1042
$62.3M 0.01%
477,867
-87,943
1043
$62.2M 0.01%
672,947
-50,672
1044
$62.1M 0.01%
1,532,794
-146,988
1045
$62.1M 0.01%
897,719
-8,733
1046
$61.9M 0.01%
4,107,880
-14,850
1047
$61.9M 0.01%
428,514
-35,107
1048
$61.8M 0.01%
712,100
-40,241
1049
$61.6M 0.01%
2,108,860
+545,056
1050
$61.1M 0.01%
1,198,302
-260,382