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
1501
$29.8M ﹤0.01%
417,861
+25,770
1502
$29.8M ﹤0.01%
190,032
-29,189
1503
$29.7M ﹤0.01%
341,670
-31,382
1504
$29.7M ﹤0.01%
303,615
+134,571
1505
$29.6M ﹤0.01%
4,667,636
-1,625,845
1506
$29.6M ﹤0.01%
407,495
-19,263
1507
$29.6M ﹤0.01%
745,766
-216,465
1508
$29.5M ﹤0.01%
868,240
-29,163
1509
$29.5M ﹤0.01%
3,362,489
+100,916
1510
$29.5M ﹤0.01%
371,354
-19,332
1511
$29.5M ﹤0.01%
289,707
+41,348
1512
$29.5M ﹤0.01%
379,231
+2,613
1513
$29.5M ﹤0.01%
823,275
+314,829
1514
$29.4M ﹤0.01%
334,743
+31,608
1515
$29.4M ﹤0.01%
966,191
-95,210
1516
$29.3M ﹤0.01%
887,755
+162,272
1517
$29.3M ﹤0.01%
1,614,366
+1,312,131
1518
$29.3M ﹤0.01%
330,603
+75,158
1519
$29.2M ﹤0.01%
1,083,103
+9,789
1520
$29.2M ﹤0.01%
194,208
-61,449
1521
$29.1M ﹤0.01%
473,806
+57,861
1522
$29.1M ﹤0.01%
562,159
-78,428
1523
$29.1M ﹤0.01%
950,420
-248,734
1524
$29.1M ﹤0.01%
705,425
+154,099
1525
$29M ﹤0.01%
1,551,674
+103,380