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
3151
$3.4M ﹤0.01%
371,075
-25,030
3152
$3.4M ﹤0.01%
94,969
+24,014
3153
$3.4M ﹤0.01%
36,292
-152,993
3154
$3.4M ﹤0.01%
132,377
+14,616
3155
$3.38M ﹤0.01%
175,565
+125,646
3156
$3.38M ﹤0.01%
618,935
+512,859
3157
$3.38M ﹤0.01%
137,307
-105,507
3158
$3.36M ﹤0.01%
207,335
-24,083
3159
$3.35M ﹤0.01%
111,059
+4,453
3160
$3.35M ﹤0.01%
165,356
+27,826
3161
$3.34M ﹤0.01%
37,530
-40,312
3162
$3.33M ﹤0.01%
158,435
+14,691
3163
$3.33M ﹤0.01%
65,644
+3,022
3164
$3.32M ﹤0.01%
546,296
+49,838
3165
$3.32M ﹤0.01%
223,235
-14,489
3166
$3.32M ﹤0.01%
237,873
-76,899
3167
$3.31M ﹤0.01%
184,677
-20,712
3168
$3.31M ﹤0.01%
150,876
+28,166
3169
$3.31M ﹤0.01%
162,241
-419,205
3170
$3.31M ﹤0.01%
118,122
+55,402
3171
$3.3M ﹤0.01%
136,869
+28,829
3172
$3.29M ﹤0.01%
128,132
+48,177
3173
$3.29M ﹤0.01%
505,624
-56,446
3174
$3.27M ﹤0.01%
150,850
+5,103
3175
$3.26M ﹤0.01%
145,666
-124,663