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
2926
$4.65M ﹤0.01%
148,227
+12,261
2927
$4.64M ﹤0.01%
484,792
+18,839
2928
$4.63M ﹤0.01%
57,304
-16,928
2929
$4.63M ﹤0.01%
26,095
-20,900
2930
$4.62M ﹤0.01%
121,945
-22,452
2931
$4.6M ﹤0.01%
86,349
+13,496
2932
$4.6M ﹤0.01%
921,776
+191,445
2933
$4.6M ﹤0.01%
75,409
+53,347
2934
$4.59M ﹤0.01%
186,648
+62,865
2935
$4.59M ﹤0.01%
205,954
-68,639
2936
$4.59M ﹤0.01%
61,874
-1,856
2937
$4.58M ﹤0.01%
74,783
-2,546
2938
$4.58M ﹤0.01%
195,622
+60,710
2939
$4.58M ﹤0.01%
537,208
+71,462
2940
$4.56M ﹤0.01%
303,737
+3,623
2941
$4.54M ﹤0.01%
665,565
-57,061
2942
$4.54M ﹤0.01%
150,140
+2,010
2943
$4.53M ﹤0.01%
366,238
-3,865
2944
$4.51M ﹤0.01%
107,583
+12,333
2945
$4.51M ﹤0.01%
65,125
-166,775
2946
$4.49M ﹤0.01%
161,931
-77,150
2947
$4.48M ﹤0.01%
477,127
+157,199
2948
$4.48M ﹤0.01%
180,081
-10,091
2949
$4.48M ﹤0.01%
891,815
+702,978
2950
$4.47M ﹤0.01%
135,799
-19,556