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
4101
$900K ﹤0.01%
88,471
-12,484
4102
$899K ﹤0.01%
56,493
-16,308
4103
$898K ﹤0.01%
38,537
+30,974
4104
$896K ﹤0.01%
86,039
+16,413
4105
$895K ﹤0.01%
47,188
+37,054
4106
$893K ﹤0.01%
383,451
+125,027
4107
$892K ﹤0.01%
113,248
-16,522
4108
$892K ﹤0.01%
155,916
-68,321
4109
$892K ﹤0.01%
105,775
+70,929
4110
$890K ﹤0.01%
140,428
+20,838
4111
$889K ﹤0.01%
65,536
-26,088
4112
$888K ﹤0.01%
98,193
+82,366
4113
$887K ﹤0.01%
55,639
+3,661
4114
$887K ﹤0.01%
50,543
-62,016
4115
$880K ﹤0.01%
107,736
-25,602
4116
$879K ﹤0.01%
58,453
-53,029
4117
$878K ﹤0.01%
326,343
+12,761
4118
$875K ﹤0.01%
23,591
+6,173
4119
$874K ﹤0.01%
93,671
-6,804
4120
$872K ﹤0.01%
60,361
+7,114
4121
$872K ﹤0.01%
210,631
-2,904
4122
$872K ﹤0.01%
128,993
+105,283
4123
$872K ﹤0.01%
25,491
+511
4124
$870K ﹤0.01%
4,075
-1,286
4125
$869K ﹤0.01%
26,092
-53,932