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
3226
$3.05M ﹤0.01%
1,207,251
-288,851
3227
$3.05M ﹤0.01%
157,635
+121,653
3228
$3.05M ﹤0.01%
61,966
-4,981
3229
$3.05M ﹤0.01%
44,905
+162
3230
$3.04M ﹤0.01%
734,742
+132,483
3231
$3.04M ﹤0.01%
159,802
-727,642
3232
$3.04M ﹤0.01%
30,237
-9,405
3233
$3.04M ﹤0.01%
271,899
-163,502
3234
$3.03M ﹤0.01%
93,481
-44,435
3235
$3.02M ﹤0.01%
50,165
+11,014
3236
$3.01M ﹤0.01%
62,120
+16,290
3237
$3.01M ﹤0.01%
56,915
+31,687
3238
$3.01M ﹤0.01%
303,394
+4,326
3239
$3M ﹤0.01%
285,848
-26,687
3240
$3M ﹤0.01%
133,429
+11,458
3241
$3M ﹤0.01%
141,073
-10,969
3242
$3M ﹤0.01%
103,713
+42,910
3243
$3M ﹤0.01%
235,496
+111,525
3244
$2.99M ﹤0.01%
69,517
+65,573
3245
$2.99M ﹤0.01%
170,478
+9,387
3246
$2.99M ﹤0.01%
138,578
+95,855
3247
$2.99M ﹤0.01%
180,276
-25,241
3248
$2.99M ﹤0.01%
326,369
+116,174
3249
$2.98M ﹤0.01%
271,319
+52,504
3250
$2.97M ﹤0.01%
88,118
+21,358