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
3101
$3.58M ﹤0.01%
579,973
-51,606
3102
$3.58M ﹤0.01%
171,360
-146,448
3103
$3.58M ﹤0.01%
515,148
-832,567
3104
$3.58M ﹤0.01%
305,083
+39,159
3105
$3.58M ﹤0.01%
47,945
+16,435
3106
$3.57M ﹤0.01%
308,447
+11,827
3107
$3.57M ﹤0.01%
30,138
-792
3108
$3.57M ﹤0.01%
148,112
+45,459
3109
$3.56M ﹤0.01%
521,715
-1,195,457
3110
$3.56M ﹤0.01%
84,889
+5,739
3111
$3.56M ﹤0.01%
102,535
-33,213
3112
$3.55M ﹤0.01%
41,866
-5,505
3113
$3.55M ﹤0.01%
194,140
+6,616
3114
$3.55M ﹤0.01%
18,568
+3,860
3115
$3.54M ﹤0.01%
504,180
+40,386
3116
$3.54M ﹤0.01%
540,306
-654,087
3117
$3.54M ﹤0.01%
551,056
+22,130
3118
$3.53M ﹤0.01%
67,784
-6,167
3119
$3.53M ﹤0.01%
134,144
-4,021
3120
$3.52M ﹤0.01%
39,872
+24,027
3121
$3.52M ﹤0.01%
360,986
+183,529
3122
$3.52M ﹤0.01%
109,959
+17,322
3123
$3.52M ﹤0.01%
153,409
-85,629
3124
$3.51M ﹤0.01%
440,315
+15,702
3125
$3.51M ﹤0.01%
377,582
-141,288