Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 14.11%
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
201
$946M 0.1%
4,383,455
-9,949
202
$930M 0.09%
38,475,481
+4,556,795
203
$930M 0.09%
4,218,092
-595,402
204
$927M 0.09%
25,056,032
-5,479,736
205
$921M 0.09%
3,781,230
-48,990
206
$915M 0.09%
3,492,691
-211,761
207
$913M 0.09%
8,779,729
-469,385
208
$907M 0.09%
54,080,707
-4,107,533
209
$907M 0.09%
5,836,259
+363,142
210
$905M 0.09%
3,342,615
-1,027,836
211
$901M 0.09%
15,690,941
-736,405
212
$892M 0.09%
27,229,456
+23,736,730
213
$885M 0.09%
10,017,288
-343,046
214
$865M 0.09%
14,055,471
-1,427,340
215
$858M 0.09%
16,687,836
-1,411,515
216
$857M 0.09%
17,063,237
-2,103,178
217
$855M 0.09%
23,802,808
-1,571,308
218
$855M 0.09%
2,854,340
-367,474
219
$848M 0.09%
2,506,875
+1,646,169
220
$846M 0.09%
15,073,204
+157,291
221
$840M 0.08%
21,983,384
-2,551,001
222
$835M 0.08%
1,436,941
+38,988
223
$832M 0.08%
10,581,744
-1,515,095
224
$831M 0.08%
16,545,760
-777,456
225
$823M 0.08%
3,262,060
+159,576