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
4951
$237K ﹤0.01%
113,891
+40,663
4952
$237K ﹤0.01%
4,107
-3,039
4953
$236K ﹤0.01%
27,514
+2,280
4954
$236K ﹤0.01%
62,680
+30,360
4955
$236K ﹤0.01%
74,332
+15,748
4956
$234K ﹤0.01%
10,579
+4,701
4957
$234K ﹤0.01%
38,443
-28,424
4958
$233K ﹤0.01%
51,324
+5,442
4959
$233K ﹤0.01%
26,915
-11,857
4960
$233K ﹤0.01%
11,091
-2,140
4961
$233K ﹤0.01%
91,942
+37,803
4962
$232K ﹤0.01%
25,455
+5,569
4963
$232K ﹤0.01%
6,354
+523
4964
$231K ﹤0.01%
6,726
-1,237
4965
$231K ﹤0.01%
7,719
-2,525
4966
$230K ﹤0.01%
12,597
-3,487
4967
$230K ﹤0.01%
91,951
+1,191
4968
$229K ﹤0.01%
8,418
+3,419
4969
$229K ﹤0.01%
21,405
4970
$229K ﹤0.01%
86,338
+37,603
4971
$228K ﹤0.01%
5,864
-30,785
4972
$227K ﹤0.01%
21,455
+13,645
4973
$227K ﹤0.01%
79,981
+26,407
4974
$226K ﹤0.01%
12,496
+7,706
4975
$226K ﹤0.01%
4,056
+756