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
5001
$213K ﹤0.01%
198,670
+86,738
5002
$212K ﹤0.01%
4,306
+785
5003
$211K ﹤0.01%
69,438
+11,198
5004
$211K ﹤0.01%
240,582
-249,111
5005
$211K ﹤0.01%
4,762
+2,231
5006
$210K ﹤0.01%
2,693
+890
5007
$210K ﹤0.01%
148,759
+148,643
5008
$210K ﹤0.01%
21,791
+11,029
5009
$209K ﹤0.01%
115,406
-157,274
5010
$209K ﹤0.01%
29,760
-540
5011
$208K ﹤0.01%
7,034
+121
5012
$208K ﹤0.01%
2,324
+496
5013
$208K ﹤0.01%
52,965
+18,828
5014
$208K ﹤0.01%
37,878
-1,000
5015
$208K ﹤0.01%
15,709
-41,629
5016
$207K ﹤0.01%
92,178
+7,026
5017
$207K ﹤0.01%
21,637
-8,606
5018
$206K ﹤0.01%
5,728
+1,454
5019
$206K ﹤0.01%
24,732
+9,252
5020
$205K ﹤0.01%
+8,051
5021
$204K ﹤0.01%
32,574
+14,952
5022
$204K ﹤0.01%
19,155
-3,630
5023
$203K ﹤0.01%
4,228
+3,577
5024
$203K ﹤0.01%
8,753
+8,158
5025
$203K ﹤0.01%
7,445
+107