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
4901
$258K ﹤0.01%
+12,564
4902
$258K ﹤0.01%
+15,120
4903
$257K ﹤0.01%
6,218
+1,073
4904
$256K ﹤0.01%
3,636
-325
4905
$256K ﹤0.01%
41,258
-3,500
4906
$256K ﹤0.01%
15,190
-14,816
4907
$256K ﹤0.01%
+51,073
4908
$256K ﹤0.01%
34,026
+17,887
4909
$255K ﹤0.01%
11,345
+568
4910
$255K ﹤0.01%
+13,690
4911
$254K ﹤0.01%
24,417
+12,990
4912
$254K ﹤0.01%
30,997
+10,088
4913
$254K ﹤0.01%
7,449
-1,511
4914
$253K ﹤0.01%
9,370
+595
4915
$252K ﹤0.01%
167,959
+81,300
4916
$252K ﹤0.01%
49,534
+8,056
4917
$251K ﹤0.01%
7,828
4918
$251K ﹤0.01%
8,585
-2,593
4919
$251K ﹤0.01%
16,771
-24,023
4920
$251K ﹤0.01%
14,305
+4,996
4921
$251K ﹤0.01%
27,109
-179,504
4922
$251K ﹤0.01%
25,000
+12,500
4923
$251K ﹤0.01%
31,161
+2,582
4924
$251K ﹤0.01%
37,704
+18,083
4925
$251K ﹤0.01%
38,429
+38,428