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
2501
$8.72M ﹤0.01%
236,082
-202,141
2502
$8.71M ﹤0.01%
979,460
-49,814
2503
$8.7M ﹤0.01%
80,278
-12,904
2504
$8.7M ﹤0.01%
170,555
-34,532
2505
$8.68M ﹤0.01%
676,360
+24,207
2506
$8.66M ﹤0.01%
385,540
-22,902
2507
$8.64M ﹤0.01%
217,814
+5,557
2508
$8.63M ﹤0.01%
163,015
+38,216
2509
$8.6M ﹤0.01%
256,600
+10,137
2510
$8.59M ﹤0.01%
273,725
-126,519
2511
$8.59M ﹤0.01%
332,805
-117,005
2512
$8.58M ﹤0.01%
474,853
+35,532
2513
$8.57M ﹤0.01%
463,252
+94,512
2514
$8.57M ﹤0.01%
1,308,866
+974,067
2515
$8.57M ﹤0.01%
426,275
-61,920
2516
$8.57M ﹤0.01%
516,612
+7,481
2517
$8.56M ﹤0.01%
214,927
+36,721
2518
$8.56M ﹤0.01%
70,110
+45,094
2519
$8.55M ﹤0.01%
761,372
-353,521
2520
$8.54M ﹤0.01%
177,586
-314,487
2521
$8.54M ﹤0.01%
145,199
-2,746
2522
$8.53M ﹤0.01%
425,169
+230,452
2523
$8.51M ﹤0.01%
87,475
+6,512
2524
$8.51M ﹤0.01%
1,420,294
+328,776
2525
$8.5M ﹤0.01%
163,913
+22,653