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
2826
$5.59M ﹤0.01%
165,504
+38,066
2827
$5.56M ﹤0.01%
155,595
+31,415
2828
$5.56M ﹤0.01%
217,249
-22,039
2829
$5.54M ﹤0.01%
72,257
-1,555
2830
$5.54M ﹤0.01%
223,432
-3,618
2831
$5.53M ﹤0.01%
170,051
+5,401
2832
$5.52M ﹤0.01%
99,420
+9,278
2833
$5.5M ﹤0.01%
31,740
-2,458
2834
$5.48M ﹤0.01%
116,114
-28,789
2835
$5.48M ﹤0.01%
626,725
+128,261
2836
$5.47M ﹤0.01%
120,187
-12,215
2837
$5.47M ﹤0.01%
252,458
+124,499
2838
$5.47M ﹤0.01%
60,762
-8,749
2839
$5.43M ﹤0.01%
103,780
-46,910
2840
$5.42M ﹤0.01%
492,683
+32,477
2841
$5.42M ﹤0.01%
114,310
-8,892
2842
$5.37M ﹤0.01%
247,916
-25,692
2843
$5.37M ﹤0.01%
275,368
+7,656
2844
$5.33M ﹤0.01%
169,209
+56,701
2845
$5.32M ﹤0.01%
18,094
-79,985
2846
$5.32M ﹤0.01%
197,427
+2,761
2847
$5.31M ﹤0.01%
332,515
-165,774
2848
$5.3M ﹤0.01%
33,062
+91
2849
$5.3M ﹤0.01%
126,284
-168,162
2850
$5.29M ﹤0.01%
194,328
-172,389