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
4301
$683K ﹤0.01%
145,249
+58,015
4302
$681K ﹤0.01%
63,618
+12,390
4303
$681K ﹤0.01%
62,268
+21,042
4304
$681K ﹤0.01%
27,218
-5,223
4305
$680K ﹤0.01%
+10,062
4306
$680K ﹤0.01%
93,771
-2,006
4307
$679K ﹤0.01%
70,087
+9,780
4308
$676K ﹤0.01%
30,853
+5,256
4309
$673K ﹤0.01%
24,741
-125,433
4310
$672K ﹤0.01%
59,504
+14,552
4311
$670K ﹤0.01%
27,079
+19,549
4312
$669K ﹤0.01%
44,341
-74,107
4313
$668K ﹤0.01%
12,987
+2,971
4314
$667K ﹤0.01%
16,050
+2,001
4315
$662K ﹤0.01%
19,736
+2,370
4316
$662K ﹤0.01%
29,545
+5,788
4317
$661K ﹤0.01%
77,079
+70,925
4318
$660K ﹤0.01%
155,948
+18,271
4319
$659K ﹤0.01%
+15,000
4320
$658K ﹤0.01%
18,283
+8,087
4321
$656K ﹤0.01%
185,736
+55,603
4322
$653K ﹤0.01%
86,074
+72,190
4323
$653K ﹤0.01%
42,638
-219
4324
$652K ﹤0.01%
24,838
-3,002
4325
$651K ﹤0.01%
51,810
-2,375