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
3601
$1.87M ﹤0.01%
75,607
-930
3602
$1.87M ﹤0.01%
324,901
-20,021
3603
$1.87M ﹤0.01%
261,591
+213,176
3604
$1.87M ﹤0.01%
70,180
-19,241
3605
$1.87M ﹤0.01%
48,725
-6,751
3606
$1.86M ﹤0.01%
55,854
-4,800
3607
$1.86M ﹤0.01%
274,869
-79,157
3608
$1.86M ﹤0.01%
220,647
+94,976
3609
$1.86M ﹤0.01%
294,928
+15,381
3610
$1.85M ﹤0.01%
177,449
+7,803
3611
$1.85M ﹤0.01%
31,960
-21,863
3612
$1.85M ﹤0.01%
16,406
-124
3613
$1.84M ﹤0.01%
94,977
-119,382
3614
$1.84M ﹤0.01%
81,755
+425
3615
$1.84M ﹤0.01%
132,075
+13,302
3616
$1.84M ﹤0.01%
186,325
-29,056
3617
$1.84M ﹤0.01%
90,126
+43,108
3618
$1.84M ﹤0.01%
519,454
-215,645
3619
$1.83M ﹤0.01%
208,673
+87,764
3620
$1.83M ﹤0.01%
40,288
+2,832
3621
$1.82M ﹤0.01%
76,179
-39,355
3622
$1.82M ﹤0.01%
47,149
-6,102
3623
$1.82M ﹤0.01%
62,896
+31,844
3624
$1.82M ﹤0.01%
58,091
+12,744
3625
$1.81M ﹤0.01%
148,303
+37,085