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
3801
$1.4M ﹤0.01%
17,489
-1,941
3802
$1.39M ﹤0.01%
116,395
+70,424
3803
$1.39M ﹤0.01%
102,571
+27,358
3804
$1.39M ﹤0.01%
86,250
-82,407
3805
$1.39M ﹤0.01%
177,035
-7,608
3806
$1.38M ﹤0.01%
129,726
+36,915
3807
$1.38M ﹤0.01%
156,656
+33,122
3808
$1.38M ﹤0.01%
144,951
-44,810
3809
$1.38M ﹤0.01%
135,412
+32,095
3810
$1.38M ﹤0.01%
40,287
-50,711
3811
$1.38M ﹤0.01%
46,179
+16,356
3812
$1.37M ﹤0.01%
119,863
+64,348
3813
$1.37M ﹤0.01%
29,523
+2,004
3814
$1.37M ﹤0.01%
115,549
-25,147
3815
$1.37M ﹤0.01%
142,418
-64,354
3816
$1.37M ﹤0.01%
48,121
+156
3817
$1.36M ﹤0.01%
183,356
+7,644
3818
$1.36M ﹤0.01%
125,127
-18,092
3819
$1.36M ﹤0.01%
65,821
-78,279
3820
$1.36M ﹤0.01%
58,549
+37,548
3821
$1.36M ﹤0.01%
209,369
+21,979
3822
$1.36M ﹤0.01%
28,661
+131
3823
$1.36M ﹤0.01%
833,212
-24,793
3824
$1.36M ﹤0.01%
22,972
+10,540
3825
$1.35M ﹤0.01%
40,160
-8,431