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
3851
$1.31M ﹤0.01%
60,573
-10,819
3852
$1.31M ﹤0.01%
43,675
-4,526
3853
$1.31M ﹤0.01%
373,920
+76,495
3854
$1.31M ﹤0.01%
153,564
+15,506
3855
$1.31M ﹤0.01%
51,309
+23,121
3856
$1.31M ﹤0.01%
30,317
-17,536
3857
$1.31M ﹤0.01%
73,758
-18,026
3858
$1.31M ﹤0.01%
57,607
+6,033
3859
$1.31M ﹤0.01%
129,091
+102,763
3860
$1.31M ﹤0.01%
96,818
+40,762
3861
$1.3M ﹤0.01%
65,596
+2,423
3862
$1.3M ﹤0.01%
47,034
+43,499
3863
$1.3M ﹤0.01%
40,154
+8,253
3864
$1.3M ﹤0.01%
63,838
-32,553
3865
$1.3M ﹤0.01%
233,450
-189,657
3866
$1.29M ﹤0.01%
152,640
+111,944
3867
$1.29M ﹤0.01%
86,019
+7,221
3868
$1.29M ﹤0.01%
132,546
-36,452
3869
$1.29M ﹤0.01%
99,542
+9,608
3870
$1.28M ﹤0.01%
54,143
-18,502
3871
$1.28M ﹤0.01%
51,822
+29,895
3872
$1.27M ﹤0.01%
56,173
-18,658
3873
$1.27M ﹤0.01%
122,745
+18,137
3874
$1.27M ﹤0.01%
44,063
-3,378
3875
$1.27M ﹤0.01%
36,271
-2,888