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
1926
$17.2M ﹤0.01%
279,153
-54,987
1927
$17.2M ﹤0.01%
783,840
-123,774
1928
$17.2M ﹤0.01%
129,830
+26,658
1929
$17.1M ﹤0.01%
323,695
+214
1930
$17.1M ﹤0.01%
93,703
+2,309
1931
$17.1M ﹤0.01%
1,098,042
+228,323
1932
$17.1M ﹤0.01%
424,238
-324,859
1933
$17.1M ﹤0.01%
824,988
-40,642
1934
$17.1M ﹤0.01%
436,020
-16,183
1935
$17.1M ﹤0.01%
1,615,942
-968,493
1936
$17.1M ﹤0.01%
32,553
-10,200
1937
$17.1M ﹤0.01%
1,358,608
-379,725
1938
$17.1M ﹤0.01%
1,442,495
+898,820
1939
$17M ﹤0.01%
302,047
+46,917
1940
$17M ﹤0.01%
355,933
-60,189
1941
$17M ﹤0.01%
907,936
-351,117
1942
$17M ﹤0.01%
263,051
+31,353
1943
$16.9M ﹤0.01%
672,593
-581,237
1944
$16.9M ﹤0.01%
575,340
-4,923
1945
$16.8M ﹤0.01%
873,479
-44,430
1946
$16.8M ﹤0.01%
2,042,229
-193,179
1947
$16.8M ﹤0.01%
395,825
+157,598
1948
$16.8M ﹤0.01%
724,448
-22,713
1949
$16.7M ﹤0.01%
154,859
+24,618
1950
$16.7M ﹤0.01%
374,883
+13,331