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
2351
$10.3M ﹤0.01%
163,759
+27,122
2352
$10.3M ﹤0.01%
108,759
-14,097
2353
$10.3M ﹤0.01%
195,049
+78,642
2354
$10.3M ﹤0.01%
206,253
+8,205
2355
$10.3M ﹤0.01%
122,825
+9,362
2356
$10.3M ﹤0.01%
706,047
-8,784
2357
$10.3M ﹤0.01%
75,042
+22,103
2358
$10.3M ﹤0.01%
214,028
-125,397
2359
$10.3M ﹤0.01%
555,681
+81,398
2360
$10.3M ﹤0.01%
811,445
+289,168
2361
$10.3M ﹤0.01%
980,341
-341,428
2362
$10.2M ﹤0.01%
203,113
-39,047
2363
$10.2M ﹤0.01%
261,616
+5,696
2364
$10.2M ﹤0.01%
458,207
+12,163
2365
$10.2M ﹤0.01%
96,765
+13,214
2366
$10.2M ﹤0.01%
116,695
-13,658
2367
$10.2M ﹤0.01%
267,060
-12,895
2368
$10.2M ﹤0.01%
161,517
-373,236
2369
$10.1M ﹤0.01%
198,242
+47,302
2370
$10.1M ﹤0.01%
678,612
+509,429
2371
$10.1M ﹤0.01%
1,460,490
+1,092,347
2372
$10.1M ﹤0.01%
610,675
+574,808
2373
$10.1M ﹤0.01%
347,229
+119,496
2374
$10.1M ﹤0.01%
161,913
-9,075
2375
$10.1M ﹤0.01%
402,445
+30,157