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
4826
$295K ﹤0.01%
33,631
+16,502
4827
$294K ﹤0.01%
91,018
-259,945
4828
$293K ﹤0.01%
10,241
-2,033
4829
$293K ﹤0.01%
24,167
+22,139
4830
$293K ﹤0.01%
21,962
-14,484
4831
$293K ﹤0.01%
30,942
+2,234
4832
$293K ﹤0.01%
10,854
-1,471
4833
$293K ﹤0.01%
11,350
+2,255
4834
$292K ﹤0.01%
22,500
+6,429
4835
$292K ﹤0.01%
12,899
-33,823
4836
$292K ﹤0.01%
50,358
-11,978
4837
$291K ﹤0.01%
5,225
+3,249
4838
$291K ﹤0.01%
48,512
+32,530
4839
$290K ﹤0.01%
147,229
+2
4840
$290K ﹤0.01%
32,792
+851
4841
$289K ﹤0.01%
5,461
-11,736
4842
$288K ﹤0.01%
112,913
+100,581
4843
$288K ﹤0.01%
28,790
+5,214
4844
$288K ﹤0.01%
8,327
-1,990
4845
$288K ﹤0.01%
93,413
+69,422
4846
$287K ﹤0.01%
147,278
-5,624
4847
$287K ﹤0.01%
19,685
-2,290
4848
$286K ﹤0.01%
16,115
+4,098
4849
$286K ﹤0.01%
49,191
+26,523
4850
$286K ﹤0.01%
28,292
+27,766