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
4451
$537K ﹤0.01%
17,511
+1,833
4452
$537K ﹤0.01%
13,602
+3,602
4453
$537K ﹤0.01%
77,258
-259,552
4454
$536K ﹤0.01%
+20,564
4455
$535K ﹤0.01%
17,583
-95,067
4456
$534K ﹤0.01%
11,754
+2,009
4457
$534K ﹤0.01%
28,795
+3,771
4458
$532K ﹤0.01%
215,406
-54,900
4459
$532K ﹤0.01%
8,057
+2,079
4460
$531K ﹤0.01%
38,222
+28,316
4461
$531K ﹤0.01%
5,681
+809
4462
$530K ﹤0.01%
48,421
+39,025
4463
$530K ﹤0.01%
14,914
+2,846
4464
$530K ﹤0.01%
54,667
+17,497
4465
$528K ﹤0.01%
68,621
+28,130
4466
$528K ﹤0.01%
176,536
+72,031
4467
$528K ﹤0.01%
236,677
+71,519
4468
$527K ﹤0.01%
30,661
+4,977
4469
$527K ﹤0.01%
16,074
4470
$526K ﹤0.01%
23,518
+2,276
4471
$525K ﹤0.01%
38,271
-22,455
4472
$523K ﹤0.01%
36,733
+36,233
4473
$522K ﹤0.01%
86,646
+33,837
4474
$522K ﹤0.01%
20,030
+3,786
4475
$521K ﹤0.01%
52,446
-69,624