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
1601
$25.9M ﹤0.01%
484,172
-203,509
1602
$25.9M ﹤0.01%
478,589
+16,929
1603
$25.8M ﹤0.01%
2,899,345
+2,600,222
1604
$25.7M ﹤0.01%
474,593
-26,280
1605
$25.7M ﹤0.01%
267,424
-513,238
1606
$25.7M ﹤0.01%
2,164,663
+442,576
1607
$25.6M ﹤0.01%
1,187,698
+166,766
1608
$25.6M ﹤0.01%
1,031,408
-844,880
1609
$25.6M ﹤0.01%
591,787
+238,575
1610
$25.6M ﹤0.01%
1,145,289
-637,696
1611
$25.6M ﹤0.01%
441,716
+124,938
1612
$25.5M ﹤0.01%
887,339
-47,880
1613
$25.5M ﹤0.01%
6,500,297
+3,843,277
1614
$25.5M ﹤0.01%
416,715
+9,966
1615
$25.5M ﹤0.01%
567,537
-236,977
1616
$25.4M ﹤0.01%
309,745
+32,317
1617
$25.4M ﹤0.01%
590,202
-75,332
1618
$25.4M ﹤0.01%
116,738
+23,931
1619
$25.3M ﹤0.01%
254,713
+20,603
1620
$25.3M ﹤0.01%
1,195,945
+322,146
1621
$25.3M ﹤0.01%
604,724
-21,799
1622
$25.3M ﹤0.01%
2,040,154
+360,998
1623
$25.2M ﹤0.01%
556,032
-65,659
1624
$25.2M ﹤0.01%
88,604
-2,121
1625
$25.2M ﹤0.01%
7,208,808
+113,159