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
1901
$17.6M ﹤0.01%
1,016,603
-456,409
1902
$17.6M ﹤0.01%
855,795
+145,726
1903
$17.6M ﹤0.01%
232,082
-136,700
1904
$17.6M ﹤0.01%
259,761
+6,295
1905
$17.5M ﹤0.01%
454,322
+52,475
1906
$17.5M ﹤0.01%
329,984
+80,346
1907
$17.5M ﹤0.01%
554,502
-143,671
1908
$17.5M ﹤0.01%
508,989
+34,141
1909
$17.5M ﹤0.01%
9,795,794
-7,368,202
1910
$17.4M ﹤0.01%
230,446
-5,408
1911
$17.4M ﹤0.01%
814,856
-18,608
1912
$17.4M ﹤0.01%
1,195,866
+99,217
1913
$17.4M ﹤0.01%
574,716
+56,326
1914
$17.4M ﹤0.01%
311,956
-19,894
1915
$17.4M ﹤0.01%
193,090
-2,075
1916
$17.3M ﹤0.01%
186,088
-169,254
1917
$17.3M ﹤0.01%
196,839
+1,260
1918
$17.3M ﹤0.01%
1,614,133
+987,549
1919
$17.3M ﹤0.01%
443,220
+24,350
1920
$17.3M ﹤0.01%
3,527,509
+566
1921
$17.2M ﹤0.01%
486,493
+26,030
1922
$17.2M ﹤0.01%
277,223
+66,329
1923
$17.2M ﹤0.01%
351,906
-42,472
1924
$17.2M ﹤0.01%
561,436
+77,913
1925
$17.2M ﹤0.01%
550,353