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
4626
$409K ﹤0.01%
40,014
+22,976
4627
$409K ﹤0.01%
19,278
+120
4628
$407K ﹤0.01%
8,633
-12,811
4629
$406K ﹤0.01%
66,515
+42,991
4630
$405K ﹤0.01%
40,814
+21,978
4631
$405K ﹤0.01%
76,901
+18,919
4632
$404K ﹤0.01%
46,867
-35,600
4633
$404K ﹤0.01%
17,589
-2,199
4634
$404K ﹤0.01%
+13,633
4635
$404K ﹤0.01%
26,141
+3,457
4636
$403K ﹤0.01%
39,392
+17,857
4637
$402K ﹤0.01%
56,445
-2,309
4638
$402K ﹤0.01%
32,650
4639
$402K ﹤0.01%
25,941
+4,716
4640
$401K ﹤0.01%
31,681
+6,291
4641
$401K ﹤0.01%
5,277
+1,108
4642
$401K ﹤0.01%
104,369
+87,894
4643
$400K ﹤0.01%
52,969
-12,334
4644
$400K ﹤0.01%
17,916
+4,911
4645
$400K ﹤0.01%
135,674
+33,426
4646
$399K ﹤0.01%
32,591
+10,130
4647
$398K ﹤0.01%
34,502
+2,796
4648
$397K ﹤0.01%
15,461
+13,990
4649
$397K ﹤0.01%
187,043
+97,750
4650
$396K ﹤0.01%
75,339
+17,781