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
4726
$357K ﹤0.01%
111,986
+32,183
4727
$357K ﹤0.01%
36,699
+11,662
4728
$354K ﹤0.01%
7,083
+3,328
4729
$353K ﹤0.01%
28,301
-36,955
4730
$353K ﹤0.01%
31,540
+11,406
4731
$353K ﹤0.01%
11,251
+2,954
4732
$353K ﹤0.01%
66,930
+28,615
4733
$352K ﹤0.01%
16,505
+1,382
4734
$351K ﹤0.01%
+13,713
4735
$350K ﹤0.01%
36,199
+6,682
4736
$349K ﹤0.01%
5,403
-148
4737
$349K ﹤0.01%
36,313
-7,419
4738
$348K ﹤0.01%
14,392
+1,645
4739
$345K ﹤0.01%
49,196
+13,048
4740
$344K ﹤0.01%
20,003
+2,058
4741
$343K ﹤0.01%
78,248
+26,183
4742
$341K ﹤0.01%
10,807
-847
4743
$341K ﹤0.01%
6,437
-6,057
4744
$341K ﹤0.01%
13,795
-5,104
4745
$340K ﹤0.01%
16,902
+1,084
4746
$340K ﹤0.01%
51,135
-81,704
4747
$339K ﹤0.01%
56,728
-43,238
4748
$338K ﹤0.01%
231,733
+16,549
4749
$338K ﹤0.01%
56,923
-3,185
4750
$336K ﹤0.01%
129,816
+61,822