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
3326
$2.69M ﹤0.01%
20,692
+12,312
3327
$2.68M ﹤0.01%
25,406
+9,363
3328
$2.68M ﹤0.01%
317,789
+25,871
3329
$2.67M ﹤0.01%
182,015
+33,351
3330
$2.67M ﹤0.01%
156,999
+29,567
3331
$2.67M ﹤0.01%
94,681
+12,288
3332
$2.66M ﹤0.01%
115,016
+86,957
3333
$2.66M ﹤0.01%
58,809
-30,063
3334
$2.66M ﹤0.01%
145,149
-81,317
3335
$2.65M ﹤0.01%
98,493
+31,004
3336
$2.64M ﹤0.01%
356,384
-89,739
3337
$2.63M ﹤0.01%
73,934
-29,935
3338
$2.63M ﹤0.01%
149,240
+41,422
3339
$2.63M ﹤0.01%
64,322
-8,888
3340
$2.63M ﹤0.01%
113,917
-12,135
3341
$2.63M ﹤0.01%
285,336
+15,583
3342
$2.63M ﹤0.01%
110,502
+84,641
3343
$2.62M ﹤0.01%
231,031
-21,813
3344
$2.62M ﹤0.01%
190,285
+2,228
3345
$2.62M ﹤0.01%
113,608
-9,841
3346
$2.62M ﹤0.01%
485,722
+162,189
3347
$2.62M ﹤0.01%
425,093
-2,702
3348
$2.62M ﹤0.01%
190,541
+48,035
3349
$2.62M ﹤0.01%
72,205
+16,741
3350
$2.62M ﹤0.01%
7,674
+341