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
3626
$1.81M ﹤0.01%
78,444
+70,884
3627
$1.81M ﹤0.01%
168,148
-34,385
3628
$1.81M ﹤0.01%
24,467
-14,937
3629
$1.81M ﹤0.01%
204,691
+146,459
3630
$1.81M ﹤0.01%
172,298
-18,753
3631
$1.81M ﹤0.01%
220,342
+33,184
3632
$1.81M ﹤0.01%
266,504
+11
3633
$1.8M ﹤0.01%
133,230
+19,552
3634
$1.8M ﹤0.01%
109,200
+9,027
3635
$1.8M ﹤0.01%
37,902
-26,382
3636
$1.79M ﹤0.01%
23,765
+12,559
3637
$1.78M ﹤0.01%
54,773
-24,959
3638
$1.78M ﹤0.01%
27,100
+5,375
3639
$1.78M ﹤0.01%
114,752
-84,653
3640
$1.77M ﹤0.01%
428,238
-206,636
3641
$1.77M ﹤0.01%
120,328
+42,142
3642
$1.77M ﹤0.01%
208,243
+25,830
3643
$1.76M ﹤0.01%
54,464
+3,929
3644
$1.76M ﹤0.01%
81,561
+29,826
3645
$1.76M ﹤0.01%
47,376
-9,145
3646
$1.76M ﹤0.01%
31,832
+13,741
3647
$1.76M ﹤0.01%
60,922
-106,602
3648
$1.76M ﹤0.01%
486,125
+463,763
3649
$1.76M ﹤0.01%
253,002
+31,559
3650
$1.75M ﹤0.01%
91,766
+70,466