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
1401
$34.2M ﹤0.01%
679,030
-26,246
1402
$34.2M ﹤0.01%
803,147
+29,902
1403
$34.1M ﹤0.01%
449,573
+31,356
1404
$34.1M ﹤0.01%
364,830
+191,864
1405
$34.1M ﹤0.01%
573,928
-32,850
1406
$34M ﹤0.01%
359,111
-4,912
1407
$34M ﹤0.01%
682,999
+148,466
1408
$34M ﹤0.01%
397,209
+215,431
1409
$34M ﹤0.01%
402,199
-57,206
1410
$34M ﹤0.01%
1,104,088
+55,500
1411
$33.9M ﹤0.01%
1,972,999
+210,559
1412
$33.9M ﹤0.01%
723,316
-149,377
1413
$33.8M ﹤0.01%
206,599
-51,228
1414
$33.7M ﹤0.01%
846,289
+77,814
1415
$33.7M ﹤0.01%
438,856
+769
1416
$33.6M ﹤0.01%
1,022,361
-33,439
1417
$33.5M ﹤0.01%
757,470
+70,395
1418
$33.5M ﹤0.01%
1,573,498
-693,574
1419
$33.4M ﹤0.01%
324,851
+103,784
1420
$33.4M ﹤0.01%
1,344,745
+203,985
1421
$33.3M ﹤0.01%
382,355
-13,367
1422
$33.3M ﹤0.01%
3,222,620
-180,711
1423
$33.3M ﹤0.01%
799,866
-38,892
1424
$33.2M ﹤0.01%
5,262,296
-18,968,391
1425
$33.2M ﹤0.01%
125,798
-20,606