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
2876
$5.09M ﹤0.01%
53,551
+1,737
2877
$5.09M ﹤0.01%
111,791
+45,639
2878
$5.08M ﹤0.01%
312,800
+213,761
2879
$5.07M ﹤0.01%
132,864
-10,138
2880
$5.07M ﹤0.01%
322,490
-68,400
2881
$5.07M ﹤0.01%
269,252
+184,065
2882
$5.07M ﹤0.01%
10,489
+1,930
2883
$5.05M ﹤0.01%
310,654
-54,133
2884
$5.04M ﹤0.01%
94,435
+44,467
2885
$5.03M ﹤0.01%
250,069
-17,787
2886
$5.01M ﹤0.01%
95,931
+48,184
2887
$5M ﹤0.01%
151,916
+28,253
2888
$5M ﹤0.01%
11,967
-283
2889
$4.97M ﹤0.01%
503,915
+22,043
2890
$4.97M ﹤0.01%
509,449
+330
2891
$4.96M ﹤0.01%
487,271
+194,352
2892
$4.96M ﹤0.01%
562,522
-269,083
2893
$4.94M ﹤0.01%
350,200
+140,785
2894
$4.93M ﹤0.01%
518,270
+45,033
2895
$4.93M ﹤0.01%
92,105
+29,709
2896
$4.93M ﹤0.01%
97,300
2897
$4.93M ﹤0.01%
154,853
-150
2898
$4.91M ﹤0.01%
448,060
+32,233
2899
$4.89M ﹤0.01%
797,001
+349,867
2900
$4.89M ﹤0.01%
687,726
+25,802