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
4026
$1.01M ﹤0.01%
20,420
-40,565
4027
$1.01M ﹤0.01%
27,639
+5,875
4028
$1.01M ﹤0.01%
80,535
+17,797
4029
$1M ﹤0.01%
20,610
+5,774
4030
$1M ﹤0.01%
100,847
-145,559
4031
$1M ﹤0.01%
+36,469
4032
$1M ﹤0.01%
74,413
+14,198
4033
$1,000K ﹤0.01%
40,162
-11,930
4034
$1,000K ﹤0.01%
48,323
+48,053
4035
$998K ﹤0.01%
42,495
+16,089
4036
$998K ﹤0.01%
69,067
+3,139
4037
$998K ﹤0.01%
139,522
+17,059
4038
$997K ﹤0.01%
113,015
+121
4039
$996K ﹤0.01%
154,851
-187,406
4040
$995K ﹤0.01%
26,410
+10,324
4041
$994K ﹤0.01%
88,311
+48,915
4042
$986K ﹤0.01%
42,623
+14,606
4043
$985K ﹤0.01%
360,749
+46,705
4044
$984K ﹤0.01%
9,459
+9,047
4045
$983K ﹤0.01%
94,643
+4,943
4046
$983K ﹤0.01%
71,949
+5,949
4047
$982K ﹤0.01%
63,346
+24,579
4048
$982K ﹤0.01%
23,684
+6,295
4049
$979K ﹤0.01%
171,516
-5,018
4050
$978K ﹤0.01%
186,958
+182,239