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
1751
$21.6M ﹤0.01%
753,297
-26,296
1752
$21.5M ﹤0.01%
276,832
+162,676
1753
$21.5M ﹤0.01%
444,583
-9,805
1754
$21.5M ﹤0.01%
964,879
-590,811
1755
$21.5M ﹤0.01%
282,806
-24,466
1756
$21.3M ﹤0.01%
99,830
+5,963
1757
$21.3M ﹤0.01%
392,155
-25,140
1758
$21.3M ﹤0.01%
770,351
-532,647
1759
$21.3M ﹤0.01%
984,258
+724,400
1760
$21.3M ﹤0.01%
1,678,303
-245,554
1761
$21.2M ﹤0.01%
1,058,587
+496,217
1762
$21.2M ﹤0.01%
562,844
+43,138
1763
$21.1M ﹤0.01%
1,424,339
-389,107
1764
$21.1M ﹤0.01%
508,617
+13,596
1765
$21M ﹤0.01%
207,199
-63,711
1766
$21M ﹤0.01%
703,760
-4,518
1767
$20.9M ﹤0.01%
166,847
-128,178
1768
$20.9M ﹤0.01%
667,502
+154,034
1769
$20.9M ﹤0.01%
901,181
-291,183
1770
$20.9M ﹤0.01%
3,624,710
+2,561,315
1771
$20.9M ﹤0.01%
347,589
+76,225
1772
$20.9M ﹤0.01%
880,247
+88,623
1773
$20.9M ﹤0.01%
1,704,812
-357,477
1774
$20.8M ﹤0.01%
1,135,381
+35,061
1775
$20.8M ﹤0.01%
536,297
+96,899