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
4001
$1.05M ﹤0.01%
30,160
+17,968
4002
$1.05M ﹤0.01%
116,165
+54,301
4003
$1.04M ﹤0.01%
32,516
+12,435
4004
$1.04M ﹤0.01%
150,550
+60,410
4005
$1.04M ﹤0.01%
24,663
+11,742
4006
$1.04M ﹤0.01%
29,758
-49,844
4007
$1.04M ﹤0.01%
34,359
-79,862
4008
$1.04M ﹤0.01%
47,313
+45,002
4009
$1.04M ﹤0.01%
943,631
+523,771
4010
$1.04M ﹤0.01%
53,575
-8,932
4011
$1.03M ﹤0.01%
24,283
-792
4012
$1.03M ﹤0.01%
29,075
+8,522
4013
$1.03M ﹤0.01%
288
+16
4014
$1.02M ﹤0.01%
29,923
+14,409
4015
$1.02M ﹤0.01%
43,156
-15,472
4016
$1.02M ﹤0.01%
78,278
-21,184
4017
$1.02M ﹤0.01%
63,652
+2,189
4018
$1.02M ﹤0.01%
423,582
+100,029
4019
$1.02M ﹤0.01%
101,655
-16,356
4020
$1.02M ﹤0.01%
36,255
-29,779
4021
$1.02M ﹤0.01%
230,722
+96,591
4022
$1.01M ﹤0.01%
60,399
+42,608
4023
$1.01M ﹤0.01%
67,516
+24,667
4024
$1.01M ﹤0.01%
31,791
-763
4025
$1.01M ﹤0.01%
28,257
-1,363