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
1726
$22.2M ﹤0.01%
173,248
-275
1727
$22.2M ﹤0.01%
407,920
-50,044
1728
$22.1M ﹤0.01%
136,249
+5,854
1729
$22.1M ﹤0.01%
450,747
+75,349
1730
$22.1M ﹤0.01%
242,849
-294,802
1731
$22.1M ﹤0.01%
971,683
+19,536
1732
$22.1M ﹤0.01%
330,093
-93,373
1733
$22.1M ﹤0.01%
858,454
+91,740
1734
$22.1M ﹤0.01%
1,171,108
+12,217
1735
$22.1M ﹤0.01%
379,588
-72,542
1736
$22M ﹤0.01%
769,430
+111,284
1737
$21.9M ﹤0.01%
181,384
+17,120
1738
$21.9M ﹤0.01%
180,388
-11,216
1739
$21.9M ﹤0.01%
1,280,352
+90,054
1740
$21.8M ﹤0.01%
969,528
+37,362
1741
$21.8M ﹤0.01%
493,877
+8,604
1742
$21.8M ﹤0.01%
9,102,888
+120,200
1743
$21.7M ﹤0.01%
233,943
-253,582
1744
$21.7M ﹤0.01%
746,108
+160,867
1745
$21.7M ﹤0.01%
538,550
-94,644
1746
$21.7M ﹤0.01%
1,152,982
+21,011
1747
$21.6M ﹤0.01%
681,536
-18,217
1748
$21.6M ﹤0.01%
600,579
+131,631
1749
$21.6M ﹤0.01%
593,800
-41,632
1750
$21.6M ﹤0.01%
363,149
+14,219