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
1301
$39.9M ﹤0.01%
1,317,668
-22,003
1302
$39.8M ﹤0.01%
2,788,562
+2,183,353
1303
$39.8M ﹤0.01%
864,662
+170,059
1304
$39.6M ﹤0.01%
495,467
+272,451
1305
$39.6M ﹤0.01%
1,827,722
+242,842
1306
$39.6M ﹤0.01%
579,508
-55,716
1307
$39.5M ﹤0.01%
1,069,074
-68,373
1308
$39.5M ﹤0.01%
4,030,811
+535,216
1309
$39.4M ﹤0.01%
948,772
+459,780
1310
$39.4M ﹤0.01%
1,190,624
+228,703
1311
$39.1M ﹤0.01%
2,812,765
-43,775
1312
$39.1M ﹤0.01%
851,497
+47,219
1313
$39M ﹤0.01%
642,205
-68,357
1314
$39M ﹤0.01%
1,275,340
-232,751
1315
$38.9M ﹤0.01%
32,554
-2,374
1316
$38.8M ﹤0.01%
1,539,684
+160,576
1317
$38.7M ﹤0.01%
672,088
-257,016
1318
$38.7M ﹤0.01%
369,558
-32,594
1319
$38.7M ﹤0.01%
892,523
+68,029
1320
$38.6M ﹤0.01%
232,415
+25,947
1321
$38.5M ﹤0.01%
522,912
-17,949
1322
$38.5M ﹤0.01%
1,389,159
+771,090
1323
$38.4M ﹤0.01%
1,076,925
-45,382
1324
$38.4M ﹤0.01%
2,708,535
+463,902
1325
$38.4M ﹤0.01%
771,401
+48,447