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
5101
$174K ﹤0.01%
3,655
+1,686
5102
$174K ﹤0.01%
9,492
-8,396
5103
$173K ﹤0.01%
50,842
+49,655
5104
$173K ﹤0.01%
27,782
-5,221
5105
$173K ﹤0.01%
51,122
-175,578
5106
$173K ﹤0.01%
5,654
+2,189
5107
$173K ﹤0.01%
4,412
-3,481
5108
$172K ﹤0.01%
7,555
-2,628
5109
$172K ﹤0.01%
18,426
+8,706
5110
$172K ﹤0.01%
6,279
-311
5111
$172K ﹤0.01%
+3,709
5112
$171K ﹤0.01%
31,870
+10,953
5113
$171K ﹤0.01%
24,127
+8,467
5114
$171K ﹤0.01%
12,684
+104
5115
$170K ﹤0.01%
47,281
+7,140
5116
$170K ﹤0.01%
1,386
+121
5117
$170K ﹤0.01%
78,670
+28,665
5118
$170K ﹤0.01%
16,965
+4,047
5119
$170K ﹤0.01%
+13,886
5120
$168K ﹤0.01%
8,735
+5,179
5121
$168K ﹤0.01%
324
5122
$168K ﹤0.01%
12,524
+6,470
5123
$168K ﹤0.01%
15,923
+2,176
5124
$168K ﹤0.01%
9,542
+3,664
5125
$167K ﹤0.01%
33,767
-1,930