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
4426
$562K ﹤0.01%
227,687
-47,460
4427
$561K ﹤0.01%
19,323
+18,823
4428
$559K ﹤0.01%
128,606
+53,887
4429
$557K ﹤0.01%
62,208
+20,140
4430
$557K ﹤0.01%
170,211
+2,115
4431
$556K ﹤0.01%
155,363
+14,212
4432
$556K ﹤0.01%
46,193
-89,725
4433
$556K ﹤0.01%
35,272
+1,967
4434
$555K ﹤0.01%
+37,130
4435
$554K ﹤0.01%
127,935
+104,614
4436
$553K ﹤0.01%
63,015
+28,776
4437
$552K ﹤0.01%
63,259
+7,797
4438
$550K ﹤0.01%
50,000
4439
$547K ﹤0.01%
57,567
-3,997
4440
$546K ﹤0.01%
31,371
+8,235
4441
$546K ﹤0.01%
42,373
-141,955
4442
$546K ﹤0.01%
16,896
-1,371
4443
$544K ﹤0.01%
25,415
-35,384
4444
$543K ﹤0.01%
105,498
-114,891
4445
$542K ﹤0.01%
40,782
-52,979
4446
$542K ﹤0.01%
17,197
+2,399
4447
$541K ﹤0.01%
186,502
+47,009
4448
$540K ﹤0.01%
98,598
+42,154
4449
$539K ﹤0.01%
18,320
-602
4450
$539K ﹤0.01%
29,602
+27,360