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
2101
$13.8M ﹤0.01%
700,887
-63,731
2102
$13.7M ﹤0.01%
284,967
+8,498
2103
$13.7M ﹤0.01%
257,529
+186,115
2104
$13.7M ﹤0.01%
160,935
+40,063
2105
$13.7M ﹤0.01%
489,209
+468,639
2106
$13.7M ﹤0.01%
135,458
-67,740
2107
$13.7M ﹤0.01%
539,369
+204,282
2108
$13.7M ﹤0.01%
246,546
-72,900
2109
$13.6M ﹤0.01%
290,714
+75,153
2110
$13.6M ﹤0.01%
362,770
+138,658
2111
$13.6M ﹤0.01%
977,564
+42,137
2112
$13.6M ﹤0.01%
698,823
-74,487
2113
$13.6M ﹤0.01%
1,231,706
-33,782
2114
$13.6M ﹤0.01%
485,382
-407,167
2115
$13.6M ﹤0.01%
736,731
+119,878
2116
$13.6M ﹤0.01%
322,294
-80,917
2117
$13.5M ﹤0.01%
629,699
-114,308
2118
$13.5M ﹤0.01%
314,624
-106,787
2119
$13.5M ﹤0.01%
647,133
+153,641
2120
$13.5M ﹤0.01%
403,406
-562,063
2121
$13.4M ﹤0.01%
124,960
+61,160
2122
$13.4M ﹤0.01%
257,882
+91,234
2123
$13.4M ﹤0.01%
139,646
-12,628
2124
$13.3M ﹤0.01%
206,970
-9,348
2125
$13.3M ﹤0.01%
169,498
-145,573