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
4201
$776K ﹤0.01%
232,442
+187,326
4202
$776K ﹤0.01%
7,332
+222
4203
$775K ﹤0.01%
92,872
-8,223
4204
$775K ﹤0.01%
41,201
-61,148
4205
$775K ﹤0.01%
164,977
-97,709
4206
$774K ﹤0.01%
64,034
+12,325
4207
$774K ﹤0.01%
71,842
-22,421
4208
$774K ﹤0.01%
11,995
-136
4209
$773K ﹤0.01%
34,317
+3,572
4210
$773K ﹤0.01%
13,418
+4,497
4211
$768K ﹤0.01%
29,281
+1,602
4212
$768K ﹤0.01%
17,042
+3,858
4213
$767K ﹤0.01%
35,847
+918
4214
$764K ﹤0.01%
60,166
+33,247
4215
$764K ﹤0.01%
29,998
-58,667
4216
$763K ﹤0.01%
38,968
+8,391
4217
$762K ﹤0.01%
45,910
-99
4218
$762K ﹤0.01%
28,295
+5,172
4219
$760K ﹤0.01%
148,691
-44,007
4220
$760K ﹤0.01%
25,817
+4,159
4221
$758K ﹤0.01%
69,303
+15,203
4222
$758K ﹤0.01%
2,894
+375
4223
$757K ﹤0.01%
14,122
-19,703
4224
$756K ﹤0.01%
17,499
-6,480
4225
$756K ﹤0.01%
53,050
+11,116