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
3726
$1.53M ﹤0.01%
152,345
-609,960
3727
$1.53M ﹤0.01%
62,204
-7,442
3728
$1.53M ﹤0.01%
80,391
+14,565
3729
$1.52M ﹤0.01%
135,203
+17,886
3730
$1.52M ﹤0.01%
1,042,068
+675,262
3731
$1.52M ﹤0.01%
130,815
+37,924
3732
$1.52M ﹤0.01%
488,614
+424,463
3733
$1.52M ﹤0.01%
15,364
-6,160
3734
$1.52M ﹤0.01%
57,755
-17,843
3735
$1.51M ﹤0.01%
148,065
-46,136
3736
$1.51M ﹤0.01%
46,017
-2,340
3737
$1.51M ﹤0.01%
27,464
+9,752
3738
$1.51M ﹤0.01%
17,087
-52,781
3739
$1.5M ﹤0.01%
139,864
+37,237
3740
$1.5M ﹤0.01%
167,954
+4,961
3741
$1.5M ﹤0.01%
69,397
-41,668
3742
$1.5M ﹤0.01%
174,206
+99,099
3743
$1.5M ﹤0.01%
206,117
-123,372
3744
$1.5M ﹤0.01%
45,334
+3,786
3745
$1.5M ﹤0.01%
54,832
+41,809
3746
$1.5M ﹤0.01%
72,363
-7,794
3747
$1.5M ﹤0.01%
103,319
+59
3748
$1.5M ﹤0.01%
67,720
-7,431
3749
$1.5M ﹤0.01%
821,780
-411,546
3750
$1.49M ﹤0.01%
11,548
-12,016