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
2801
$5.79M ﹤0.01%
191,212
+1,524
2802
$5.78M ﹤0.01%
+118,592
2803
$5.76M ﹤0.01%
611,148
+93,303
2804
$5.76M ﹤0.01%
464,966
-6,782
2805
$5.75M ﹤0.01%
304,759
-1,460
2806
$5.73M ﹤0.01%
77,785
-3,754
2807
$5.73M ﹤0.01%
119,429
+18,122
2808
$5.72M ﹤0.01%
349,098
+39,109
2809
$5.72M ﹤0.01%
373,459
-29,403
2810
$5.72M ﹤0.01%
537,438
+209,930
2811
$5.71M ﹤0.01%
77,843
+1,794
2812
$5.71M ﹤0.01%
84,023
+2,690
2813
$5.71M ﹤0.01%
100,632
-40,664
2814
$5.71M ﹤0.01%
201,843
-81,394
2815
$5.71M ﹤0.01%
101,153
+22,863
2816
$5.7M ﹤0.01%
158,059
-17,960
2817
$5.7M ﹤0.01%
299,534
+35,709
2818
$5.68M ﹤0.01%
+898,460
2819
$5.67M ﹤0.01%
215,730
+169,616
2820
$5.66M ﹤0.01%
166,958
+10,934
2821
$5.63M ﹤0.01%
633,520
+33,982
2822
$5.62M ﹤0.01%
154,571
+3,740
2823
$5.62M ﹤0.01%
451,032
+75,385
2824
$5.6M ﹤0.01%
66,627
+3,984
2825
$5.59M ﹤0.01%
146,332
+191