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
2901
$4.88M ﹤0.01%
49,648
+35,847
2902
$4.88M ﹤0.01%
281,277
+64,375
2903
$4.87M ﹤0.01%
498,396
-41,885
2904
$4.84M ﹤0.01%
238,823
+95,531
2905
$4.84M ﹤0.01%
125,417
+18,719
2906
$4.82M ﹤0.01%
218,756
+77,493
2907
$4.81M ﹤0.01%
96,171
+30,687
2908
$4.8M ﹤0.01%
77,289
-19,172
2909
$4.79M ﹤0.01%
96,133
+64,100
2910
$4.79M ﹤0.01%
546,193
-69,878
2911
$4.78M ﹤0.01%
111,619
-212,865
2912
$4.77M ﹤0.01%
263,158
+133,482
2913
$4.76M ﹤0.01%
150,826
-69,096
2914
$4.75M ﹤0.01%
23,100
-541
2915
$4.75M ﹤0.01%
46,844
+46,744
2916
$4.75M ﹤0.01%
194,396
-1,142
2917
$4.74M ﹤0.01%
747,206
+51,780
2918
$4.73M ﹤0.01%
56,187
-1,048
2919
$4.71M ﹤0.01%
90,724
+48,826
2920
$4.69M ﹤0.01%
57,850
-2,802
2921
$4.69M ﹤0.01%
126,449
+16,305
2922
$4.68M ﹤0.01%
71,148
+4,720
2923
$4.68M ﹤0.01%
132,986
+30,853
2924
$4.67M ﹤0.01%
64,834
-14,748
2925
$4.66M ﹤0.01%
142,931
+12,091