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
1526
$29M ﹤0.01%
569,705
+49,411
1527
$29M ﹤0.01%
1,191,565
+448,243
1528
$29M ﹤0.01%
169,296
-59,686
1529
$28.9M ﹤0.01%
361,613
+29,438
1530
$28.9M ﹤0.01%
615,907
-58,470
1531
$28.8M ﹤0.01%
362,325
-11,640
1532
$28.8M ﹤0.01%
1,138,466
+619,211
1533
$28.7M ﹤0.01%
830,954
+42,242
1534
$28.7M ﹤0.01%
311,216
-85,207
1535
$28.7M ﹤0.01%
193,812
-22,826
1536
$28.6M ﹤0.01%
510,305
+17,710
1537
$28.6M ﹤0.01%
411,544
-38,864
1538
$28.6M ﹤0.01%
1,409,684
+616,272
1539
$28.4M ﹤0.01%
328,374
-97,755
1540
$28.3M ﹤0.01%
889,164
-23,123
1541
$28.3M ﹤0.01%
524,410
+73,408
1542
$28.3M ﹤0.01%
580,864
+6,559
1543
$28.3M ﹤0.01%
303,693
+242
1544
$28.2M ﹤0.01%
843,718
-409,132
1545
$28.2M ﹤0.01%
370,446
+8,909
1546
$28.2M ﹤0.01%
1,588,123
-925,539
1547
$28.2M ﹤0.01%
1,128,578
+449,713
1548
$28.2M ﹤0.01%
622,534
-7,927
1549
$28.1M ﹤0.01%
316,837
+98,658
1550
$28.1M ﹤0.01%
332,960
-58,308