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
4701
$373K ﹤0.01%
18,964
+2,010
4702
$372K ﹤0.01%
112,478
+4,893
4703
$372K ﹤0.01%
5,858
-1,413
4704
$372K ﹤0.01%
95,266
+14,178
4705
$371K ﹤0.01%
51,918
-3,248
4706
$371K ﹤0.01%
29,988
+4,584
4707
$369K ﹤0.01%
12,514
+11,515
4708
$369K ﹤0.01%
18,069
-2,249
4709
$368K ﹤0.01%
27,242
+8,752
4710
$368K ﹤0.01%
40,387
-519
4711
$367K ﹤0.01%
42,660
+1,875
4712
$367K ﹤0.01%
29,928
-15
4713
$367K ﹤0.01%
16,155
+8,290
4714
$366K ﹤0.01%
55,604
+17,292
4715
$365K ﹤0.01%
15,483
+4,269
4716
$365K ﹤0.01%
39,794
-14,793
4717
$365K ﹤0.01%
7,979
+3,444
4718
$364K ﹤0.01%
110,499
+48,252
4719
$363K ﹤0.01%
143,105
+80,660
4720
$362K ﹤0.01%
9,594
+1,945
4721
$362K ﹤0.01%
19,980
-11,164
4722
$362K ﹤0.01%
203,118
+29,703
4723
$360K ﹤0.01%
144,019
+4,264
4724
$360K ﹤0.01%
5,743
-63,489
4725
$358K ﹤0.01%
27,593
+19,270