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
1251
$43.3M ﹤0.01%
848,207
-249,167
1252
$43.3M ﹤0.01%
691,170
+11,471
1253
$43.2M ﹤0.01%
1,667,410
-56,048
1254
$43.2M ﹤0.01%
1,397,498
-144,459
1255
$43.2M ﹤0.01%
819,637
-1,999,067
1256
$43.1M ﹤0.01%
2,307,465
-41,105
1257
$43M ﹤0.01%
211,979
-23,932
1258
$42.9M ﹤0.01%
1,083,991
+93,290
1259
$42.8M ﹤0.01%
722,782
+156,058
1260
$42.7M ﹤0.01%
1,487,791
-967,804
1261
$42.6M ﹤0.01%
2,120,284
-4,844
1262
$42.6M ﹤0.01%
1,971,011
-110,597
1263
$42.5M ﹤0.01%
489,749
-13,171
1264
$42.4M ﹤0.01%
1,598,034
+2,055
1265
$42.4M ﹤0.01%
1,010,867
+76,727
1266
$42.3M ﹤0.01%
1,257,561
-760,138
1267
$42.3M ﹤0.01%
2,099,855
-133,984
1268
$42.3M ﹤0.01%
538,837
-139,709
1269
$41.9M ﹤0.01%
3,927,893
-412,521
1270
$41.9M ﹤0.01%
213,357
+17,158
1271
$41.9M ﹤0.01%
850,888
-95,797
1272
$41.8M ﹤0.01%
1,712,096
+992,734
1273
$41.7M ﹤0.01%
2,317,440
+291,195
1274
$41.7M ﹤0.01%
136,050
-9,674
1275
$41.7M ﹤0.01%
352,942
-301,167