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
2601
$7.7M ﹤0.01%
22,228
+1,908
2602
$7.7M ﹤0.01%
155,112
-2,860
2603
$7.69M ﹤0.01%
333,568
-14,369
2604
$7.69M ﹤0.01%
193,449
+138,799
2605
$7.69M ﹤0.01%
173,273
+121,335
2606
$7.65M ﹤0.01%
353,219
-23,912
2607
$7.65M ﹤0.01%
121,034
+66,985
2608
$7.63M ﹤0.01%
235,447
+52,045
2609
$7.63M ﹤0.01%
625,520
-24,096
2610
$7.62M ﹤0.01%
206,707
-355,197
2611
$7.62M ﹤0.01%
936,887
-293,181
2612
$7.61M ﹤0.01%
228,583
-26,711
2613
$7.6M ﹤0.01%
323,109
-217,458
2614
$7.59M ﹤0.01%
824,606
+31,696
2615
$7.59M ﹤0.01%
491,827
+26,040
2616
$7.59M ﹤0.01%
281,393
+8,283
2617
$7.59M ﹤0.01%
164,844
+12,871
2618
$7.58M ﹤0.01%
479,891
+132,930
2619
$7.58M ﹤0.01%
10,879
+803
2620
$7.57M ﹤0.01%
183,039
+7,036
2621
$7.55M ﹤0.01%
1,240,022
-474,559
2622
$7.55M ﹤0.01%
238,274
-183,316
2623
$7.54M ﹤0.01%
621,254
-238,624
2624
$7.54M ﹤0.01%
659,705
-18,325
2625
$7.54M ﹤0.01%
186,586
-131,773