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
3651
$1.74M ﹤0.01%
237,659
-91,734
3652
$1.74M ﹤0.01%
199,515
+57,926
3653
$1.74M ﹤0.01%
156,355
+46,391
3654
$1.74M ﹤0.01%
117,638
+45,511
3655
$1.73M ﹤0.01%
40,851
+484
3656
$1.73M ﹤0.01%
66,301
+19,390
3657
$1.71M ﹤0.01%
616,710
+528,262
3658
$1.71M ﹤0.01%
249,182
+74,910
3659
$1.7M ﹤0.01%
38,083
-8,652
3660
$1.7M ﹤0.01%
56,314
-42,277
3661
$1.7M ﹤0.01%
165,450
-330,097
3662
$1.7M ﹤0.01%
67,124
-12,126
3663
$1.7M ﹤0.01%
33,485
-5,480
3664
$1.7M ﹤0.01%
1,488,490
-214,881
3665
$1.7M ﹤0.01%
29,044
+13,497
3666
$1.69M ﹤0.01%
208,832
+140,195
3667
$1.69M ﹤0.01%
149,449
+90,205
3668
$1.68M ﹤0.01%
528,156
+151,010
3669
$1.68M ﹤0.01%
161,323
-154,854
3670
$1.67M ﹤0.01%
147,923
+47,931
3671
$1.67M ﹤0.01%
83,986
-3,711
3672
$1.67M ﹤0.01%
213,076
+118,635
3673
$1.66M ﹤0.01%
37,719
-2,747
3674
$1.66M ﹤0.01%
82,784
+20,869
3675
$1.66M ﹤0.01%
37,901
-45,886