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
2776
$5.95M ﹤0.01%
58,881
-4,972
2777
$5.95M ﹤0.01%
+929,543
2778
$5.94M ﹤0.01%
160,598
-13,883
2779
$5.94M ﹤0.01%
164,638
-21,000
2780
$5.93M ﹤0.01%
185,026
-7,426
2781
$5.92M ﹤0.01%
1,054,376
-144,789
2782
$5.91M ﹤0.01%
693,324
-2,359,509
2783
$5.91M ﹤0.01%
337,078
+151,620
2784
$5.9M ﹤0.01%
687,899
+282,189
2785
$5.9M ﹤0.01%
183,391
-4,730
2786
$5.88M ﹤0.01%
264,594
+132,611
2787
$5.87M ﹤0.01%
194,757
+24,890
2788
$5.86M ﹤0.01%
79,773
-15,821
2789
$5.86M ﹤0.01%
37,989
+5,618
2790
$5.85M ﹤0.01%
118,976
-10,604
2791
$5.85M ﹤0.01%
336,365
+39,216
2792
$5.85M ﹤0.01%
214,458
-74,941
2793
$5.85M ﹤0.01%
537,599
+397,222
2794
$5.84M ﹤0.01%
269,551
-227,042
2795
$5.83M ﹤0.01%
44,990
-62,755
2796
$5.83M ﹤0.01%
133,992
-37,338
2797
$5.82M ﹤0.01%
144,970
-246,803
2798
$5.8M ﹤0.01%
102,532
-38,661
2799
$5.8M ﹤0.01%
232,196
+62,399
2800
$5.79M ﹤0.01%
365,233
-11,393