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
4151
$840K ﹤0.01%
56,511
-51,634
4152
$840K ﹤0.01%
77,176
-29,508
4153
$838K ﹤0.01%
108,681
-5,244
4154
$833K ﹤0.01%
28,751
+16,080
4155
$832K ﹤0.01%
34,271
-1,531
4156
$831K ﹤0.01%
4,556
-172
4157
$829K ﹤0.01%
10,286
+754
4158
$829K ﹤0.01%
40,880
+7,948
4159
$828K ﹤0.01%
228,798
+227,408
4160
$827K ﹤0.01%
+20,266
4161
$825K ﹤0.01%
203,708
-172,748
4162
$824K ﹤0.01%
176,452
+27,853
4163
$823K ﹤0.01%
308,288
-104,210
4164
$818K ﹤0.01%
74,602
+10,222
4165
$818K ﹤0.01%
35,460
-41,183
4166
$817K ﹤0.01%
249,198
+181,315
4167
$813K ﹤0.01%
69,203
-1,055
4168
$813K ﹤0.01%
217,918
+217,917
4169
$812K ﹤0.01%
25,836
+4,870
4170
$811K ﹤0.01%
20,366
-54,885
4171
$810K ﹤0.01%
48,820
+27,989
4172
$807K ﹤0.01%
66,146
+6,952
4173
$807K ﹤0.01%
111,585
-5,389
4174
$806K ﹤0.01%
122,145
+10,367
4175
$806K ﹤0.01%
70,587
-47,050