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
4651
$396K ﹤0.01%
9,431
-631
4652
$395K ﹤0.01%
47,092
+19,846
4653
$394K ﹤0.01%
205,070
-335
4654
$393K ﹤0.01%
45,529
+2,705
4655
$393K ﹤0.01%
6,995
-219
4656
$392K ﹤0.01%
12,469
-469
4657
$392K ﹤0.01%
106,045
-48,834
4658
$392K ﹤0.01%
81,459
+19,669
4659
$392K ﹤0.01%
22,780
+8,881
4660
$390K ﹤0.01%
22,279
+17,999
4661
$389K ﹤0.01%
22,982
+6,905
4662
$389K ﹤0.01%
99,374
+53,987
4663
$388K ﹤0.01%
86,989
+29,923
4664
$388K ﹤0.01%
63,473
+11,769
4665
$388K ﹤0.01%
7,783
+352
4666
$387K ﹤0.01%
21,302
+200
4667
$387K ﹤0.01%
7,604
-5,822
4668
$387K ﹤0.01%
60,388
-19,329
4669
$387K ﹤0.01%
4,933
+2,024
4670
$387K ﹤0.01%
82,603
+22,099
4671
$386K ﹤0.01%
8,423
+1,984
4672
$386K ﹤0.01%
49,130
+17,280
4673
$385K ﹤0.01%
16,884
-142,101
4674
$385K ﹤0.01%
+7,756
4675
$384K ﹤0.01%
37,290
+13,831