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
3026
$3.98M ﹤0.01%
213,025
+126,669
3027
$3.98M ﹤0.01%
96,342
-1,560
3028
$3.97M ﹤0.01%
342,968
-363,681
3029
$3.97M ﹤0.01%
244,370
-27,869
3030
$3.97M ﹤0.01%
2,167,126
-545,330
3031
$3.96M ﹤0.01%
125,271
-50,499
3032
$3.95M ﹤0.01%
68,085
+8,161
3033
$3.93M ﹤0.01%
181,994
-165,274
3034
$3.92M ﹤0.01%
82,449
+3,933
3035
$3.91M ﹤0.01%
240,763
+1,046
3036
$3.91M ﹤0.01%
379,312
+155,605
3037
$3.91M ﹤0.01%
144,900
+7,983
3038
$3.91M ﹤0.01%
402,828
+148,185
3039
$3.89M ﹤0.01%
323,596
+16,636
3040
$3.88M ﹤0.01%
106,794
-12,819
3041
$3.88M ﹤0.01%
304,057
-40,241
3042
$3.87M ﹤0.01%
201,505
+52,979
3043
$3.86M ﹤0.01%
29,931
-812
3044
$3.85M ﹤0.01%
165,636
+52,711
3045
$3.85M ﹤0.01%
478,097
-2,455
3046
$3.84M ﹤0.01%
336,710
-29,384
3047
$3.84M ﹤0.01%
300,069
+20,642
3048
$3.84M ﹤0.01%
270,907
+43,614
3049
$3.83M ﹤0.01%
220,368
+55,668
3050
$3.82M ﹤0.01%
40,186
-8,416