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
2701
$6.67M ﹤0.01%
90,596
+25,877
2702
$6.65M ﹤0.01%
1,286,539
+55,453
2703
$6.63M ﹤0.01%
163,925
-9,453
2704
$6.63M ﹤0.01%
728,254
+503,673
2705
$6.63M ﹤0.01%
1,095,092
-162,113
2706
$6.62M ﹤0.01%
464,383
+180,307
2707
$6.6M ﹤0.01%
562,305
+60,113
2708
$6.6M ﹤0.01%
87,156
-11,045
2709
$6.57M ﹤0.01%
400,360
+78,358
2710
$6.56M ﹤0.01%
70,800
+6,617
2711
$6.56M ﹤0.01%
2,017,244
+1,545,304
2712
$6.52M ﹤0.01%
266,493
-1,048
2713
$6.52M ﹤0.01%
250,000
2714
$6.52M ﹤0.01%
78,059
-16,024
2715
$6.51M ﹤0.01%
237,192
+14,635
2716
$6.49M ﹤0.01%
210,132
+21,222
2717
$6.48M ﹤0.01%
327,817
+29,052
2718
$6.48M ﹤0.01%
218,348
+17,135
2719
$6.47M ﹤0.01%
197,546
-20,955
2720
$6.46M ﹤0.01%
192,039
+1,779
2721
$6.44M ﹤0.01%
233,626
-2,840
2722
$6.43M ﹤0.01%
223,978
+171,525
2723
$6.41M ﹤0.01%
84,594
-492
2724
$6.41M ﹤0.01%
226,249
+7,764
2725
$6.41M ﹤0.01%
175,400
+21,212