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
5026
$202K ﹤0.01%
114,405
-126,146
5027
$202K ﹤0.01%
30,531
+2,992
5028
$202K ﹤0.01%
24,747
-4,426
5029
$202K ﹤0.01%
17,421
+850
5030
$200K ﹤0.01%
26,730
+4,967
5031
$200K ﹤0.01%
6,345
+3,079
5032
$200K ﹤0.01%
10,001
+1,739
5033
$199K ﹤0.01%
8,005
+4,019
5034
$199K ﹤0.01%
141,977
-24,400
5035
$198K ﹤0.01%
26,989
+12,636
5036
$197K ﹤0.01%
26,040
+2,200
5037
$197K ﹤0.01%
14,894
+3,580
5038
$197K ﹤0.01%
+112,527
5039
$197K ﹤0.01%
9,421
-3,749
5040
$196K ﹤0.01%
67,733
+16
5041
$196K ﹤0.01%
10,610
+4,382
5042
$196K ﹤0.01%
+41,782
5043
$196K ﹤0.01%
8,251
+3,127
5044
$195K ﹤0.01%
18,936
-527,514
5045
$194K ﹤0.01%
105,392
+16,651
5046
$194K ﹤0.01%
51,755
+35,917
5047
$193K ﹤0.01%
49,962
+7,117
5048
$193K ﹤0.01%
24,079
+28
5049
$192K ﹤0.01%
14,655
+5,332
5050
$191K ﹤0.01%
49,846
-26,002