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
1951
$16.7M ﹤0.01%
219,392
+81,281
1952
$16.6M ﹤0.01%
284,780
-13,013
1953
$16.6M ﹤0.01%
145,509
+24,235
1954
$16.6M ﹤0.01%
680,018
-231,401
1955
$16.5M ﹤0.01%
315,024
+2,177
1956
$16.5M ﹤0.01%
255,939
+3,353
1957
$16.5M ﹤0.01%
442,279
-47,457
1958
$16.5M ﹤0.01%
563,259
+41,865
1959
$16.5M ﹤0.01%
698,128
-172,148
1960
$16.5M ﹤0.01%
338,229
-77,973
1961
$16.4M ﹤0.01%
297,263
-38,152
1962
$16.4M ﹤0.01%
529,370
+60,105
1963
$16.4M ﹤0.01%
110,305
-25,907
1964
$16.4M ﹤0.01%
343,412
-31,325
1965
$16.4M ﹤0.01%
606,518
-146,372
1966
$16.4M ﹤0.01%
78,044
+11,335
1967
$16.4M ﹤0.01%
3,174,134
+3,070,239
1968
$16.3M ﹤0.01%
220,097
+22,654
1969
$16.3M ﹤0.01%
258,580
+192,040
1970
$16.3M ﹤0.01%
282,307
+83,294
1971
$16.3M ﹤0.01%
614,364
-231,078
1972
$16.3M ﹤0.01%
2,218,368
-156,397
1973
$16.2M ﹤0.01%
184,237
+167,753
1974
$16.2M ﹤0.01%
371,056
-10,773
1975
$16.1M ﹤0.01%
3,337,606
+1,034,268