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
4751
$336K ﹤0.01%
12,814
+2,427
4752
$336K ﹤0.01%
43,803
+19,118
4753
$336K ﹤0.01%
500,000
4754
$335K ﹤0.01%
47,044
+4,998
4755
$334K ﹤0.01%
21,164
-6,733
4756
$333K ﹤0.01%
10,969
-931
4757
$332K ﹤0.01%
5,914
-62
4758
$331K ﹤0.01%
54,446
-15,914
4759
$331K ﹤0.01%
18,110
+8,051
4760
$330K ﹤0.01%
23,587
+276
4761
$330K ﹤0.01%
34,630
+10,082
4762
$329K ﹤0.01%
31,905
+26,405
4763
$328K ﹤0.01%
56,405
+13,231
4764
$328K ﹤0.01%
16,362
+3,780
4765
$327K ﹤0.01%
20,736
-5,081
4766
$327K ﹤0.01%
69,976
+37,666
4767
$327K ﹤0.01%
11,664
+3,749
4768
$326K ﹤0.01%
10,040
-2,742
4769
$325K ﹤0.01%
6,583
-5,479
4770
$324K ﹤0.01%
7,842
-4,806
4771
$324K ﹤0.01%
17,579
+7,566
4772
$322K ﹤0.01%
210,725
+46,249
4773
$322K ﹤0.01%
61,160
+14,079
4774
$321K ﹤0.01%
36,769
-5,002
4775
$320K ﹤0.01%
14,876
+4,034