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
5076
$181K ﹤0.01%
29,562
-4,950
5077
$181K ﹤0.01%
4,676
-513
5078
$181K ﹤0.01%
3,906
+270
5079
$180K ﹤0.01%
81,558
+71,128
5080
$179K ﹤0.01%
24,404
+12,587
5081
$179K ﹤0.01%
67,228
-93,972
5082
$179K ﹤0.01%
170,031
-2,931
5083
$178K ﹤0.01%
4,926
-259
5084
$178K ﹤0.01%
7,096
-5,344
5085
$178K ﹤0.01%
22,641
-2,928
5086
$177K ﹤0.01%
58,953
+41,549
5087
$177K ﹤0.01%
11,238
-4,698
5088
$177K ﹤0.01%
+4,135
5089
$177K ﹤0.01%
+3,510
5090
$176K ﹤0.01%
3,944
-210
5091
$176K ﹤0.01%
70,234
+10,887
5092
$176K ﹤0.01%
84,294
-60,013
5093
$176K ﹤0.01%
49,866
+1,300
5094
$176K ﹤0.01%
2,993
+200
5095
$176K ﹤0.01%
3,559
+2,337
5096
$176K ﹤0.01%
+5,950
5097
$175K ﹤0.01%
44,516
+41,416
5098
$175K ﹤0.01%
2,868
+1,092
5099
$175K ﹤0.01%
18,687
+2,399
5100
$175K ﹤0.01%
54,308
+14,612