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
5051
$191K ﹤0.01%
23,045
+94
5052
$191K ﹤0.01%
3,548
+1,658
5053
$190K ﹤0.01%
4,320
-200
5054
$190K ﹤0.01%
16,926
+110
5055
$189K ﹤0.01%
20,833
-1,182
5056
$189K ﹤0.01%
35,280
+17,121
5057
$189K ﹤0.01%
2,080
-1,321
5058
$188K ﹤0.01%
23,664
-1,331
5059
$188K ﹤0.01%
17,623
+3,514
5060
$188K ﹤0.01%
1,588
+1,346
5061
$188K ﹤0.01%
24,875
+6,830
5062
$188K ﹤0.01%
224,880
+22,730
5063
$188K ﹤0.01%
29,073
+15,375
5064
$187K ﹤0.01%
54,561
+13,923
5065
$187K ﹤0.01%
7,326
+312
5066
$187K ﹤0.01%
6,974
-620
5067
$186K ﹤0.01%
3,730
+3,583
5068
$186K ﹤0.01%
91,464
+90,789
5069
$186K ﹤0.01%
21,211
-5,940
5070
$185K ﹤0.01%
37,863
+25,267
5071
$183K ﹤0.01%
125,516
+63,972
5072
$183K ﹤0.01%
25,781
+24,934
5073
$183K ﹤0.01%
+5,455
5074
$182K ﹤0.01%
33,540
+9,605
5075
$181K ﹤0.01%
+13,059