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
4226
$755K ﹤0.01%
39,676
+6,987
4227
$753K ﹤0.01%
181,472
+6
4228
$753K ﹤0.01%
36,789
-35
4229
$752K ﹤0.01%
70,121
+8,245
4230
$752K ﹤0.01%
18,766
-2,006
4231
$752K ﹤0.01%
60,288
+19,852
4232
$750K ﹤0.01%
16,767
+4,078
4233
$750K ﹤0.01%
117,159
+35,806
4234
$748K ﹤0.01%
12,053
-1,172
4235
$747K ﹤0.01%
81,793
+28,235
4236
$746K ﹤0.01%
117,144
+38,854
4237
$745K ﹤0.01%
26,491
+8,370
4238
$745K ﹤0.01%
26,649
+6,034
4239
$743K ﹤0.01%
243,724
+147,292
4240
$743K ﹤0.01%
5,322
-1,514
4241
$743K ﹤0.01%
275,030
+250,805
4242
$743K ﹤0.01%
9,800
+402
4243
$742K ﹤0.01%
46,201
+17,381
4244
$741K ﹤0.01%
16,683
+11,196
4245
$741K ﹤0.01%
17,721
-1,486
4246
$740K ﹤0.01%
45,812
+37,833
4247
$740K ﹤0.01%
120,853
+52,466
4248
$737K ﹤0.01%
157,488
+2,967
4249
$735K ﹤0.01%
16,974
+16,245
4250
$735K ﹤0.01%
13,872
+3,084