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
1826
$19.3M ﹤0.01%
1,688,981
-541,698
1827
$19.3M ﹤0.01%
228,154
-21,651
1828
$19.3M ﹤0.01%
305,907
+30,830
1829
$19.2M ﹤0.01%
765,330
-140,099
1830
$19.2M ﹤0.01%
723,691
+179,799
1831
$19.2M ﹤0.01%
596,613
-83,862
1832
$19.2M ﹤0.01%
2,483,063
+66,621
1833
$19.1M ﹤0.01%
151,838
-95,688
1834
$19.1M ﹤0.01%
405,152
-59,389
1835
$19M ﹤0.01%
659,545
+151,045
1836
$19M ﹤0.01%
163,731
+16,107
1837
$19M ﹤0.01%
412,050
+76,968
1838
$19M ﹤0.01%
461,824
+35,950
1839
$18.9M ﹤0.01%
1,243,737
+294,151
1840
$18.9M ﹤0.01%
1,206,890
+59,021
1841
$18.9M ﹤0.01%
1,041,697
-25,337
1842
$18.9M ﹤0.01%
512,732
-240,223
1843
$18.9M ﹤0.01%
1,164,365
-1,450,985
1844
$18.9M ﹤0.01%
126,864
+5,582
1845
$18.9M ﹤0.01%
432,918
-69,641
1846
$18.8M ﹤0.01%
123,563
+2,169
1847
$18.8M ﹤0.01%
1,614,925
-183,714
1848
$18.8M ﹤0.01%
563,876
+284,696
1849
$18.8M ﹤0.01%
6,659,978
-225,031
1850
$18.8M ﹤0.01%
1,706,943
+35,773