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
4276
$709K ﹤0.01%
61,913
+7,948
4277
$709K ﹤0.01%
44,963
-3,059
4278
$708K ﹤0.01%
64,678
-38,797
4279
$705K ﹤0.01%
31,193
+5,598
4280
$704K ﹤0.01%
100,371
-426,283
4281
$703K ﹤0.01%
266,227
+77,555
4282
$703K ﹤0.01%
28,774
+5,099
4283
$701K ﹤0.01%
32,581
+21,469
4284
$701K ﹤0.01%
37,298
-3,075
4285
$699K ﹤0.01%
167,669
+32,172
4286
$699K ﹤0.01%
95,440
-16,515
4287
$697K ﹤0.01%
26,719
4288
$696K ﹤0.01%
82,614
+2,073
4289
$695K ﹤0.01%
10,400
-319
4290
$694K ﹤0.01%
45,956
-61,882
4291
$691K ﹤0.01%
20,449
+2,734
4292
$688K ﹤0.01%
33,360
+6,157
4293
$688K ﹤0.01%
27,728
+478
4294
$687K ﹤0.01%
10,929
+3,357
4295
$686K ﹤0.01%
93,777
-12,078
4296
$685K ﹤0.01%
387,056
+387,012
4297
$684K ﹤0.01%
23,710
+253
4298
$684K ﹤0.01%
4,128
+362
4299
$683K ﹤0.01%
21,721
-6,201
4300
$683K ﹤0.01%
177,902
-119,586