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
1851
$18.8M ﹤0.01%
157,826
-2,792
1852
$18.7M ﹤0.01%
605,808
+134,451
1853
$18.7M ﹤0.01%
412,238
+20,057
1854
$18.7M ﹤0.01%
264,662
-27,201
1855
$18.7M ﹤0.01%
456,748
+205,703
1856
$18.7M ﹤0.01%
817,388
+12,707
1857
$18.7M ﹤0.01%
878,153
-28,051
1858
$18.5M ﹤0.01%
408,960
-115,777
1859
$18.4M ﹤0.01%
184,263
+17,188
1860
$18.4M ﹤0.01%
407,557
+312,746
1861
$18.4M ﹤0.01%
400,555
+71,022
1862
$18.4M ﹤0.01%
1,962,806
+824,285
1863
$18.4M ﹤0.01%
139,511
+103,500
1864
$18.4M ﹤0.01%
1,369,682
-339,695
1865
$18.4M ﹤0.01%
86,461
+30,750
1866
$18.4M ﹤0.01%
298,887
+36,074
1867
$18.4M ﹤0.01%
181,419
-59,509
1868
$18.4M ﹤0.01%
4,175,037
+2,081,336
1869
$18.2M ﹤0.01%
1,969,810
+834,143
1870
$18.2M ﹤0.01%
719,098
+136,530
1871
$18.2M ﹤0.01%
110,161
+56,859
1872
$18.2M ﹤0.01%
200,967
-28,451
1873
$18.2M ﹤0.01%
1,033,886
+296,720
1874
$18.2M ﹤0.01%
239,457
+5,431
1875
$18.1M ﹤0.01%
252,399
+44,259