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
3701
$1.59M ﹤0.01%
40,352
+9,371
3702
$1.59M ﹤0.01%
80,660
+26,925
3703
$1.58M ﹤0.01%
310,479
+19,922
3704
$1.58M ﹤0.01%
202,093
+58,692
3705
$1.58M ﹤0.01%
113,485
-5,679
3706
$1.58M ﹤0.01%
37,369
-2,129
3707
$1.58M ﹤0.01%
33,302
-16,580
3708
$1.57M ﹤0.01%
52,512
-1,102
3709
$1.57M ﹤0.01%
78,826
+18,221
3710
$1.57M ﹤0.01%
109,954
-35,571
3711
$1.57M ﹤0.01%
104,782
-41,493
3712
$1.56M ﹤0.01%
66,116
-57,263
3713
$1.56M ﹤0.01%
241,645
+208
3714
$1.56M ﹤0.01%
42,888
-2,187
3715
$1.56M ﹤0.01%
37,096
-2,047
3716
$1.55M ﹤0.01%
88,202
-34,115
3717
$1.55M ﹤0.01%
61,575
-40,710
3718
$1.55M ﹤0.01%
726,751
+186,435
3719
$1.54M ﹤0.01%
39,752
+4,982
3720
$1.54M ﹤0.01%
120,957
+39,523
3721
$1.54M ﹤0.01%
118,232
+54,079
3722
$1.54M ﹤0.01%
30,470
+5,922
3723
$1.54M ﹤0.01%
202,871
-77,662
3724
$1.54M ﹤0.01%
69,925
+44,613
3725
$1.54M ﹤0.01%
20,222
-4,292