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
4851
$285K ﹤0.01%
18,085
-1,902
4852
$285K ﹤0.01%
50,766
-923
4853
$285K ﹤0.01%
4,325
-107,640
4854
$284K ﹤0.01%
16,881
-20
4855
$283K ﹤0.01%
55,716
+484
4856
$282K ﹤0.01%
40,295
+13,967
4857
$282K ﹤0.01%
57,878
+11,559
4858
$282K ﹤0.01%
18,103
+11,468
4859
$282K ﹤0.01%
20,183
+4,270
4860
$281K ﹤0.01%
1,687
+1,107
4861
$280K ﹤0.01%
21,419
+6,598
4862
$279K ﹤0.01%
8,391
-581
4863
$279K ﹤0.01%
258,399
+137,863
4864
$277K ﹤0.01%
16,227
+7,996
4865
$276K ﹤0.01%
222,819
-1,259
4866
$275K ﹤0.01%
41,922
+1,534
4867
$274K ﹤0.01%
84,440
+48,866
4868
$273K ﹤0.01%
8,200
4869
$273K ﹤0.01%
19,212
+5,405
4870
$273K ﹤0.01%
101,709
+56,401
4871
$272K ﹤0.01%
29,293
+13
4872
$272K ﹤0.01%
2,558
-246
4873
$272K ﹤0.01%
393,711
+190,586
4874
$271K ﹤0.01%
89,304
+8,830
4875
$271K ﹤0.01%
6,798
+2,749