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
3926
$1.15M ﹤0.01%
546,796
-657,273
3927
$1.15M ﹤0.01%
119,304
+61,912
3928
$1.15M ﹤0.01%
16,683
+4,148
3929
$1.15M ﹤0.01%
+669,913
3930
$1.15M ﹤0.01%
52,612
-373
3931
$1.15M ﹤0.01%
104,492
+23,001
3932
$1.15M ﹤0.01%
15,932
+8,226
3933
$1.15M ﹤0.01%
96,816
-33,259
3934
$1.15M ﹤0.01%
19,612
-16,994
3935
$1.14M ﹤0.01%
43,642
+13,068
3936
$1.14M ﹤0.01%
54,461
+14,471
3937
$1.14M ﹤0.01%
359,172
+300,527
3938
$1.14M ﹤0.01%
95,707
-11,601
3939
$1.14M ﹤0.01%
126,947
+15,512
3940
$1.14M ﹤0.01%
32,458
-526
3941
$1.13M ﹤0.01%
23,829
+393
3942
$1.13M ﹤0.01%
109,434
+25,742
3943
$1.13M ﹤0.01%
133,382
+77,286
3944
$1.13M ﹤0.01%
357,157
+216,559
3945
$1.13M ﹤0.01%
38,430
-3,060
3946
$1.13M ﹤0.01%
143,822
-82,546
3947
$1.13M ﹤0.01%
18,976
+6,630
3948
$1.12M ﹤0.01%
85,032
-31,674
3949
$1.12M ﹤0.01%
46,341
+3,558
3950
$1.12M ﹤0.01%
91,462
-6,597