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
3376
$2.52M ﹤0.01%
179,797
+1,687
3377
$2.51M ﹤0.01%
40,362
+4,700
3378
$2.51M ﹤0.01%
318,006
-24
3379
$2.51M ﹤0.01%
117,299
+21,647
3380
$2.51M ﹤0.01%
120,223
-18,527
3381
$2.5M ﹤0.01%
283,641
+89,815
3382
$2.5M ﹤0.01%
189,851
+116,103
3383
$2.5M ﹤0.01%
247,995
-39,599
3384
$2.49M ﹤0.01%
240,319
-4,236
3385
$2.47M ﹤0.01%
148,458
+59,343
3386
$2.47M ﹤0.01%
197,123
-5,798
3387
$2.47M ﹤0.01%
283,253
-8,506
3388
$2.47M ﹤0.01%
148,948
+35,929
3389
$2.47M ﹤0.01%
27,048
-5,158
3390
$2.46M ﹤0.01%
165,195
+51,136
3391
$2.45M ﹤0.01%
82,872
-7,312
3392
$2.45M ﹤0.01%
1,068,450
+65,390
3393
$2.44M ﹤0.01%
146,376
+10,233
3394
$2.44M ﹤0.01%
180,867
-881
3395
$2.43M ﹤0.01%
646,282
-18,912
3396
$2.43M ﹤0.01%
86,081
+71,541
3397
$2.42M ﹤0.01%
46,449
+19,648
3398
$2.41M ﹤0.01%
240,026
+86,070
3399
$2.41M ﹤0.01%
78,498
+11,779
3400
$2.39M ﹤0.01%
30,262
-5,841