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
4501
$497K ﹤0.01%
2,017
+354
4502
$497K ﹤0.01%
45,723
-7,125
4503
$497K ﹤0.01%
3,710
+1,186
4504
$496K ﹤0.01%
9,348
-1,786
4505
$496K ﹤0.01%
162,507
-43,109
4506
$495K ﹤0.01%
247,730
+56,553
4507
$495K ﹤0.01%
19,052
+2,802
4508
$495K ﹤0.01%
88,826
+15,828
4509
$494K ﹤0.01%
9,824
+12
4510
$494K ﹤0.01%
254,697
+100,936
4511
$494K ﹤0.01%
15,720
-584
4512
$492K ﹤0.01%
81,800
-41,082
4513
$491K ﹤0.01%
9,308
-2,044
4514
$490K ﹤0.01%
5,281
-111
4515
$490K ﹤0.01%
44,422
-10,744
4516
$490K ﹤0.01%
23,379
+2,372
4517
$488K ﹤0.01%
8,850
+15
4518
$488K ﹤0.01%
37,155
+14,654
4519
$488K ﹤0.01%
19,463
+1,957
4520
$487K ﹤0.01%
34,491
-187,376
4521
$486K ﹤0.01%
5,372
+161
4522
$484K ﹤0.01%
137,992
+135,392
4523
$484K ﹤0.01%
137,384
+15,364
4524
$484K ﹤0.01%
98,818
-136,558
4525
$484K ﹤0.01%
19,201
+6,589