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
1351
$37.1M ﹤0.01%
2,702,661
-1,000,950
1352
$37M ﹤0.01%
180,016
+123,977
1353
$36.9M ﹤0.01%
725,076
+82,069
1354
$36.9M ﹤0.01%
569,468
-10,964
1355
$36.9M ﹤0.01%
1,671,249
+180,107
1356
$36.9M ﹤0.01%
583,969
+24,665
1357
$36.9M ﹤0.01%
383,260
+23,112
1358
$36.6M ﹤0.01%
674,911
+424,245
1359
$36.6M ﹤0.01%
739,137
-103,402
1360
$36.6M ﹤0.01%
647,828
+82,317
1361
$36.5M ﹤0.01%
132,986
-11,526
1362
$36.4M ﹤0.01%
1,751,052
+274,485
1363
$36.2M ﹤0.01%
674,173
-112,945
1364
$36.2M ﹤0.01%
109,926
+33,033
1365
$36.2M ﹤0.01%
4,276,667
+1,132,422
1366
$35.9M ﹤0.01%
739,075
+36,647
1367
$35.8M ﹤0.01%
1,683,887
-1,650,335
1368
$35.8M ﹤0.01%
171,704
+47,671
1369
$35.7M ﹤0.01%
745,789
+532,976
1370
$35.7M ﹤0.01%
437,026
+60,507
1371
$35.6M ﹤0.01%
1,644,010
-168,036
1372
$35.5M ﹤0.01%
303,353
-11,324
1373
$35.5M ﹤0.01%
80,963
+7,691
1374
$35.5M ﹤0.01%
572,050
-346
1375
$35.4M ﹤0.01%
355,523
-26,335