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
3401
$2.39M ﹤0.01%
77,682
+58,765
3402
$2.39M ﹤0.01%
107,506
+60,372
3403
$2.39M ﹤0.01%
114,903
+98,628
3404
$2.38M ﹤0.01%
132,748
-25,867
3405
$2.38M ﹤0.01%
48,634
-41,964
3406
$2.37M ﹤0.01%
100,308
+9,008
3407
$2.37M ﹤0.01%
572,578
-123,763
3408
$2.37M ﹤0.01%
81,797
-37,110
3409
$2.36M ﹤0.01%
+179,966
3410
$2.36M ﹤0.01%
138,510
+81,722
3411
$2.36M ﹤0.01%
232,173
-10,143
3412
$2.36M ﹤0.01%
366,007
+182,395
3413
$2.36M ﹤0.01%
260,608
-99,606
3414
$2.36M ﹤0.01%
66,355
-169,599
3415
$2.35M ﹤0.01%
45,666
+23,549
3416
$2.35M ﹤0.01%
165,284
+22,198
3417
$2.34M ﹤0.01%
343,018
+142,306
3418
$2.34M ﹤0.01%
190,254
-488,071
3419
$2.34M ﹤0.01%
36,567
+29,142
3420
$2.34M ﹤0.01%
39,222
-341
3421
$2.34M ﹤0.01%
175,959
-126,626
3422
$2.34M ﹤0.01%
79,791
-49,692
3423
$2.33M ﹤0.01%
159,884
-58,717
3424
$2.33M ﹤0.01%
106,534
+56,854
3425
$2.33M ﹤0.01%
237,478
+91,424