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
1651
$24.5M ﹤0.01%
693,589
+30,853
1652
$24.5M ﹤0.01%
1,627,169
+322,860
1653
$24.5M ﹤0.01%
704,664
+230,512
1654
$24.4M ﹤0.01%
161,463
+7,694
1655
$24.4M ﹤0.01%
992,099
-19,409
1656
$24.4M ﹤0.01%
271,613
+423
1657
$24.3M ﹤0.01%
146,722
-58,143
1658
$24.2M ﹤0.01%
1,404,916
+337,987
1659
$24.2M ﹤0.01%
1,162,998
-182,895
1660
$24.2M ﹤0.01%
548,509
+97,783
1661
$24.2M ﹤0.01%
624,628
-16,988
1662
$24.1M ﹤0.01%
136,190
-107,716
1663
$24.1M ﹤0.01%
120,868
-16,177
1664
$24M ﹤0.01%
1,776,454
-71,138
1665
$24M ﹤0.01%
1,348,660
-136,044
1666
$23.9M ﹤0.01%
319,731
-69,529
1667
$23.9M ﹤0.01%
1,055,980
-7,134
1668
$23.8M ﹤0.01%
581,910
+2,477
1669
$23.8M ﹤0.01%
669,270
-104,529
1670
$23.8M ﹤0.01%
1,432,986
+95,154
1671
$23.8M ﹤0.01%
793,738
+460,846
1672
$23.8M ﹤0.01%
515,482
-11,999
1673
$23.8M ﹤0.01%
6,351,633
+6,145,533
1674
$23.7M ﹤0.01%
1,670,433
-19,730
1675
$23.6M ﹤0.01%
370,945
-4,142