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
4326
$648K ﹤0.01%
25,852
+511
4327
$647K ﹤0.01%
598,959
+151,008
4328
$647K ﹤0.01%
28,562
+12,000
4329
$647K ﹤0.01%
24,026
+3,282
4330
$646K ﹤0.01%
41,058
+6,971
4331
$645K ﹤0.01%
137,235
+90,915
4332
$644K ﹤0.01%
54,936
+8,151
4333
$643K ﹤0.01%
47,299
-12,878
4334
$642K ﹤0.01%
109,607
+105,767
4335
$639K ﹤0.01%
8,944
+376
4336
$639K ﹤0.01%
58,941
+142
4337
$637K ﹤0.01%
30,110
+8,312
4338
$636K ﹤0.01%
19,649
+2,369
4339
$635K ﹤0.01%
77,087
+62,800
4340
$634K ﹤0.01%
44,852
-893
4341
$631K ﹤0.01%
32,301
+6,513
4342
$630K ﹤0.01%
42,880
-2,828
4343
$630K ﹤0.01%
176,548
-7,096
4344
$629K ﹤0.01%
13,248
+4,759
4345
$629K ﹤0.01%
24,011
+22,954
4346
$628K ﹤0.01%
12,879
+3,757
4347
$627K ﹤0.01%
21,203
+5,056
4348
$627K ﹤0.01%
271,403
+250,866
4349
$627K ﹤0.01%
66,107
+7,877
4350
$626K ﹤0.01%
26,362
-958