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
4251
$734K ﹤0.01%
21,535
+3,494
4252
$733K ﹤0.01%
32,517
+5,677
4253
$732K ﹤0.01%
78,326
-33,695
4254
$730K ﹤0.01%
24,509
-15,456
4255
$730K ﹤0.01%
65,151
-6,470
4256
$729K ﹤0.01%
482,970
+244,891
4257
$729K ﹤0.01%
25,809
-9,631
4258
$728K ﹤0.01%
94,801
+12,948
4259
$726K ﹤0.01%
6,259
-1,545
4260
$726K ﹤0.01%
170,044
-135,630
4261
$724K ﹤0.01%
29,233
+12,486
4262
$723K ﹤0.01%
49,560
-140,414
4263
$722K ﹤0.01%
410,439
+55,980
4264
$722K ﹤0.01%
81,017
+18,980
4265
$721K ﹤0.01%
6,903
+30
4266
$721K ﹤0.01%
11,466
-3,285
4267
$720K ﹤0.01%
357,996
-59,655
4268
$716K ﹤0.01%
19,598
+15,649
4269
$715K ﹤0.01%
96,532
+32,340
4270
$713K ﹤0.01%
214,180
+128,478
4271
$713K ﹤0.01%
72,923
+8,876
4272
$713K ﹤0.01%
47,337
-859
4273
$712K ﹤0.01%
21,193
-24,138
4274
$711K ﹤0.01%
56,467
+27,408
4275
$710K ﹤0.01%
89,181
+6,282