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
4551
$464K ﹤0.01%
109,575
-24,181
4552
$463K ﹤0.01%
18,921
+3,407
4553
$460K ﹤0.01%
24,984
+9,488
4554
$460K ﹤0.01%
34,619
+1,116
4555
$460K ﹤0.01%
13,984
+3,448
4556
$459K ﹤0.01%
12,414
+3,766
4557
$458K ﹤0.01%
45,593
-23,545
4558
$458K ﹤0.01%
92,660
+89,785
4559
$458K ﹤0.01%
37,199
-14,574
4560
$456K ﹤0.01%
80,707
-893
4561
$455K ﹤0.01%
11,701
-103
4562
$455K ﹤0.01%
115,858
+9,709
4563
$455K ﹤0.01%
10,202
-73,324
4564
$455K ﹤0.01%
92,152
+23,663
4565
$452K ﹤0.01%
16,650
-21
4566
$452K ﹤0.01%
7,889
-2,500
4567
$450K ﹤0.01%
124,388
+61,386
4568
$450K ﹤0.01%
24,412
-839
4569
$450K ﹤0.01%
72,746
+30,746
4570
$449K ﹤0.01%
40,055
+8,318
4571
$449K ﹤0.01%
21,894
+18,799
4572
$447K ﹤0.01%
13,390
-536
4573
$446K ﹤0.01%
6,536
+1,507
4574
$445K ﹤0.01%
306,688
+82,105
4575
$443K ﹤0.01%
382,159
-418,375