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
4526
$482K ﹤0.01%
148,801
+82,886
4527
$482K ﹤0.01%
38,477
+9,969
4528
$481K ﹤0.01%
359,210
+138,143
4529
$480K ﹤0.01%
18,212
+18,070
4530
$479K ﹤0.01%
21,784
+6,601
4531
$479K ﹤0.01%
208,349
+69,859
4532
$479K ﹤0.01%
17,912
+5,630
4533
$479K ﹤0.01%
56,472
+15,479
4534
$479K ﹤0.01%
7,498
-1,596
4535
$477K ﹤0.01%
111,090
+21,098
4536
$476K ﹤0.01%
27,653
+8,018
4537
$475K ﹤0.01%
18,492
-7,442
4538
$475K ﹤0.01%
18,300
4539
$475K ﹤0.01%
42,140
-55,222
4540
$473K ﹤0.01%
29,244
+7,926
4541
$472K ﹤0.01%
100,228
+17,471
4542
$472K ﹤0.01%
9,597
-1,378
4543
$471K ﹤0.01%
107,159
-9,846
4544
$470K ﹤0.01%
43,801
+13,261
4545
$470K ﹤0.01%
17,401
+2,046
4546
$470K ﹤0.01%
3,140
+1,878
4547
$469K ﹤0.01%
14,549
+3,175
4548
$468K ﹤0.01%
14,460
-3,481
4549
$467K ﹤0.01%
41,673
-17,901
4550
$465K ﹤0.01%
33,162
+6,571