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
1576
$26.9M ﹤0.01%
850,278
-82,405
1577
$26.9M ﹤0.01%
2,387,090
+1,718,702
1578
$26.9M ﹤0.01%
962,930
-29,003
1579
$26.9M ﹤0.01%
443,187
-155,642
1580
$26.8M ﹤0.01%
407,260
+46,019
1581
$26.8M ﹤0.01%
316,268
+114,328
1582
$26.6M ﹤0.01%
114,904
+5,399
1583
$26.5M ﹤0.01%
1,077,326
+2,946
1584
$26.5M ﹤0.01%
423,887
+40,909
1585
$26.5M ﹤0.01%
290,633
-15,948
1586
$26.5M ﹤0.01%
744,521
-1,643,609
1587
$26.4M ﹤0.01%
279,020
-32,271
1588
$26.4M ﹤0.01%
805,685
-34,264
1589
$26.4M ﹤0.01%
387,986
+208,464
1590
$26.3M ﹤0.01%
1,152,697
+679,455
1591
$26.3M ﹤0.01%
692,980
+577,231
1592
$26.3M ﹤0.01%
804,282
+2,204
1593
$26.3M ﹤0.01%
198,947
-29,878
1594
$26.2M ﹤0.01%
89,072
+446
1595
$26.1M ﹤0.01%
522,417
+149,271
1596
$26.1M ﹤0.01%
305,815
+8,626
1597
$26M ﹤0.01%
997,324
+299,574
1598
$26M ﹤0.01%
434,337
-270,618
1599
$26M ﹤0.01%
1,074,684
+1,341
1600
$25.9M ﹤0.01%
735,377
-46,690