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
2176
$12.5M ﹤0.01%
268,094
+245,294
2177
$12.4M ﹤0.01%
201,396
+109,596
2178
$12.4M ﹤0.01%
536,505
+92,012
2179
$12.4M ﹤0.01%
672,279
-344,096
2180
$12.4M ﹤0.01%
356,837
-6,649
2181
$12.4M ﹤0.01%
593,587
+65,156
2182
$12.4M ﹤0.01%
219,188
-96,885
2183
$12.4M ﹤0.01%
774,397
-245,843
2184
$12.3M ﹤0.01%
2,583,334
+83,786
2185
$12.3M ﹤0.01%
245,169
-37,619
2186
$12.3M ﹤0.01%
155,933
+46,442
2187
$12.3M ﹤0.01%
394,195
+66,317
2188
$12.3M ﹤0.01%
1,031,668
-13,296
2189
$12.3M ﹤0.01%
688,744
-662,017
2190
$12.3M ﹤0.01%
224,644
+354
2191
$12.3M ﹤0.01%
186,469
+33,747
2192
$12.3M ﹤0.01%
586,732
-217,704
2193
$12.3M ﹤0.01%
129,619
+33,364
2194
$12.3M ﹤0.01%
589,751
+49,951
2195
$12.3M ﹤0.01%
344,413
+189,513
2196
$12.3M ﹤0.01%
195,568
-63,783
2197
$12.2M ﹤0.01%
415,201
-443,046
2198
$12.2M ﹤0.01%
80,035
+6,478
2199
$12.2M ﹤0.01%
274,437
+56,248
2200
$12.2M ﹤0.01%
206,474
+45,230