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
4601
$428K ﹤0.01%
23,029
+4,116
4602
$428K ﹤0.01%
51,614
+45,402
4603
$428K ﹤0.01%
15,157
+1,017
4604
$427K ﹤0.01%
20,151
+10,639
4605
$427K ﹤0.01%
22,436
+1,494
4606
$425K ﹤0.01%
30,727
+7,621
4607
$425K ﹤0.01%
678,596
+196,256
4608
$424K ﹤0.01%
40,670
+1,416
4609
$424K ﹤0.01%
17,315
-11,756
4610
$422K ﹤0.01%
84,952
+54,889
4611
$422K ﹤0.01%
54,964
+21,380
4612
$421K ﹤0.01%
71,647
-71,254
4613
$420K ﹤0.01%
8,608
+2,040
4614
$419K ﹤0.01%
48,755
+35,496
4615
$418K ﹤0.01%
79,161
-48,773
4616
$417K ﹤0.01%
8,442
+7,842
4617
$416K ﹤0.01%
41,352
+24,097
4618
$416K ﹤0.01%
31,587
+12,418
4619
$415K ﹤0.01%
11,980
-17,555
4620
$415K ﹤0.01%
45,428
+39,033
4621
$414K ﹤0.01%
27,430
+4,086
4622
$413K ﹤0.01%
132,282
+28,462
4623
$412K ﹤0.01%
49,971
-16,569
4624
$412K ﹤0.01%
2,117
+447
4625
$410K ﹤0.01%
14,299
-750