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
4926
$250K ﹤0.01%
8,156
+650
4927
$250K ﹤0.01%
18,739
+4,449
4928
$250K ﹤0.01%
8,518
-2,953
4929
$249K ﹤0.01%
68,608
+26,321
4930
$249K ﹤0.01%
36,513
+2,077
4931
$247K ﹤0.01%
17,046
+7,200
4932
$247K ﹤0.01%
6,382
+1,427
4933
$247K ﹤0.01%
3,540
4934
$247K ﹤0.01%
+8,630
4935
$247K ﹤0.01%
306,404
+67,128
4936
$246K ﹤0.01%
9,640
+2,286
4937
$244K ﹤0.01%
41,081
+11,940
4938
$244K ﹤0.01%
8,935
-98
4939
$244K ﹤0.01%
129,201
+45,698
4940
$243K ﹤0.01%
86,795
+22,329
4941
$243K ﹤0.01%
161,820
+159,334
4942
$243K ﹤0.01%
35,744
+17,260
4943
$242K ﹤0.01%
41,993
-35,935
4944
$242K ﹤0.01%
39,531
+9,858
4945
$241K ﹤0.01%
44,879
+11,249
4946
$241K ﹤0.01%
5,475
+140
4947
$239K ﹤0.01%
10,321
+5,425
4948
$239K ﹤0.01%
44,748
+12,207
4949
$239K ﹤0.01%
10,018
+826
4950
$238K ﹤0.01%
24,042
+4,372