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
4401
$581K ﹤0.01%
67,105
+12,780
4402
$581K ﹤0.01%
28,937
+24,267
4403
$579K ﹤0.01%
38,475
+26,924
4404
$577K ﹤0.01%
33,371
+4,139
4405
$575K ﹤0.01%
51,577
+11,289
4406
$572K ﹤0.01%
5,520
+14
4407
$572K ﹤0.01%
25,485
+7,601
4408
$571K ﹤0.01%
10,000
-711
4409
$571K ﹤0.01%
84,756
-21,057
4410
$571K ﹤0.01%
18,546
-25,707
4411
$570K ﹤0.01%
30,154
+1,198
4412
$570K ﹤0.01%
38,858
+37,472
4413
$569K ﹤0.01%
17,951
-2,768
4414
$569K ﹤0.01%
71,548
-98,185
4415
$569K ﹤0.01%
107,304
-387,088
4416
$569K ﹤0.01%
11,794
-16,346
4417
$568K ﹤0.01%
23,658
+7,082
4418
$568K ﹤0.01%
21,317
-5,927
4419
$568K ﹤0.01%
22,893
+1,048
4420
$566K ﹤0.01%
19,480
+1,414
4421
$564K ﹤0.01%
42,562
-6,979
4422
$564K ﹤0.01%
7,006
-4,141
4423
$564K ﹤0.01%
214,336
-8,646
4424
$563K ﹤0.01%
16,476
-904
4425
$563K ﹤0.01%
40,110
+2,227