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
1426
$33.2M ﹤0.01%
288,700
+146,342
1427
$33.2M ﹤0.01%
1,966,265
-1,025,986
1428
$33.1M ﹤0.01%
1,268,856
-190,608
1429
$33.1M ﹤0.01%
1,139,352
+222,146
1430
$33.1M ﹤0.01%
3,042,424
+217,871
1431
$33.1M ﹤0.01%
133,382
-48,799
1432
$33M ﹤0.01%
297,404
+13,360
1433
$32.9M ﹤0.01%
2,295,993
-55,905
1434
$32.9M ﹤0.01%
1,834,070
-81,821
1435
$32.9M ﹤0.01%
375,281
+85,357
1436
$32.8M ﹤0.01%
190,019
+8,174
1437
$32.8M ﹤0.01%
405,210
-1,408,482
1438
$32.8M ﹤0.01%
507,311
-104,154
1439
$32.7M ﹤0.01%
720,127
-103,739
1440
$32.7M ﹤0.01%
1,285,516
+534,792
1441
$32.7M ﹤0.01%
164,929
-20,851
1442
$32.6M ﹤0.01%
907,587
+273,164
1443
$32.6M ﹤0.01%
713,905
+44,171
1444
$32.5M ﹤0.01%
1,983,015
-344,616
1445
$32.4M ﹤0.01%
528,829
+106,887
1446
$32.3M ﹤0.01%
1,043,831
-165,195
1447
$32.2M ﹤0.01%
682,356
-7,388
1448
$32.1M ﹤0.01%
299,802
-12,198
1449
$32M ﹤0.01%
247,349
+1,922
1450
$31.9M ﹤0.01%
481,680
-148,325