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
1801
$20M ﹤0.01%
710,336
-350,181
1802
$19.9M ﹤0.01%
1,497,165
-19,930
1803
$19.9M ﹤0.01%
249,740
-15,626
1804
$19.9M ﹤0.01%
302,134
+34,886
1805
$19.9M ﹤0.01%
457,632
+42,984
1806
$19.8M ﹤0.01%
500,634
+533
1807
$19.8M ﹤0.01%
413,716
-20,421
1808
$19.7M ﹤0.01%
197,890
+9,743
1809
$19.7M ﹤0.01%
768,542
-447,828
1810
$19.7M ﹤0.01%
1,730,892
+1,090,841
1811
$19.6M ﹤0.01%
2,162,251
-2,188,901
1812
$19.6M ﹤0.01%
548,660
+41,127
1813
$19.6M ﹤0.01%
469,650
-172,023
1814
$19.6M ﹤0.01%
665,865
+67,438
1815
$19.6M ﹤0.01%
173,674
-8,608
1816
$19.5M ﹤0.01%
116,056
-17,394
1817
$19.5M ﹤0.01%
1,207,640
+144,752
1818
$19.5M ﹤0.01%
730,294
+6,972
1819
$19.5M ﹤0.01%
197,929
-7,642
1820
$19.5M ﹤0.01%
282,720
-172,156
1821
$19.5M ﹤0.01%
775,824
+98,871
1822
$19.4M ﹤0.01%
189,159
+12,314
1823
$19.4M ﹤0.01%
225,777
+223,563
1824
$19.4M ﹤0.01%
367,327
+47,811
1825
$19.4M ﹤0.01%
599,959
-2,552