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
4876
$270K ﹤0.01%
176,255
+320
4877
$269K ﹤0.01%
88,485
-29,237
4878
$269K ﹤0.01%
+30,813
4879
$269K ﹤0.01%
25,125
+25,071
4880
$269K ﹤0.01%
11,324
-2,107
4881
$269K ﹤0.01%
94,904
+51,596
4882
$269K ﹤0.01%
3,668
+83
4883
$268K ﹤0.01%
28,588
-2,265
4884
$268K ﹤0.01%
100,049
-2,420
4885
$267K ﹤0.01%
16,560
-6,357
4886
$267K ﹤0.01%
26,572
-11,611
4887
$266K ﹤0.01%
84,419
-34,549
4888
$266K ﹤0.01%
41,291
+40,669
4889
$266K ﹤0.01%
38,514
+12,223
4890
$265K ﹤0.01%
9,122
+5,169
4891
$265K ﹤0.01%
20,430
-3,078
4892
$265K ﹤0.01%
7,573
-28
4893
$263K ﹤0.01%
+33,451
4894
$262K ﹤0.01%
35,632
-3,298
4895
$261K ﹤0.01%
+31,207
4896
$261K ﹤0.01%
13,190
+4,860
4897
$260K ﹤0.01%
23,714
+4,161
4898
$260K ﹤0.01%
39,877
+10,284
4899
$260K ﹤0.01%
32,611
-471
4900
$259K ﹤0.01%
18,582
-6,619