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
1701
$22.9M ﹤0.01%
478,511
+23,737
1702
$22.9M ﹤0.01%
1,021,459
+664,190
1703
$22.8M ﹤0.01%
502,344
-73,378
1704
$22.8M ﹤0.01%
248,670
-6,724
1705
$22.7M ﹤0.01%
1,548,139
-863,623
1706
$22.7M ﹤0.01%
126,680
-9,907
1707
$22.6M ﹤0.01%
183,684
+949
1708
$22.6M ﹤0.01%
1,477,005
-213,432
1709
$22.6M ﹤0.01%
120,103
+77,436
1710
$22.5M ﹤0.01%
576,089
-458,329
1711
$22.5M ﹤0.01%
847,239
-77,653
1712
$22.4M ﹤0.01%
513,638
-34,091
1713
$22.4M ﹤0.01%
62,936
-4,721
1714
$22.4M ﹤0.01%
519,639
-91,285
1715
$22.4M ﹤0.01%
1,646,572
+456,629
1716
$22.4M ﹤0.01%
952,474
+750,553
1717
$22.3M ﹤0.01%
300,609
-128,969
1718
$22.3M ﹤0.01%
107,722
-4,730
1719
$22.3M ﹤0.01%
1,317,278
+144,706
1720
$22.3M ﹤0.01%
1,030,809
-115,151
1721
$22.3M ﹤0.01%
266,771
-53,249
1722
$22.3M ﹤0.01%
342,568
+30,108
1723
$22.2M ﹤0.01%
191,682
-4,130
1724
$22.2M ﹤0.01%
154,395
-2,562
1725
$22.2M ﹤0.01%
961,927
-215,046