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
5126
$167K ﹤0.01%
3,222
-34
5127
$167K ﹤0.01%
22,026
-40,343
5128
$167K ﹤0.01%
5,162
-2,597
5129
$166K ﹤0.01%
14,858
-29,743
5130
$166K ﹤0.01%
36,719
-35
5131
$166K ﹤0.01%
29,026
+146
5132
$166K ﹤0.01%
13,525
+4,982
5133
$165K ﹤0.01%
17,352
+323
5134
$165K ﹤0.01%
2,882
+2,881
5135
$164K ﹤0.01%
8,965
+319
5136
$164K ﹤0.01%
2,302
+973
5137
$164K ﹤0.01%
11,889
+8,635
5138
$164K ﹤0.01%
27,333
+13,513
5139
$164K ﹤0.01%
150,447
+81,088
5140
$164K ﹤0.01%
10,313
+3,348
5141
$164K ﹤0.01%
7,090
+6,539
5142
$163K ﹤0.01%
3,416
-1,325
5143
$163K ﹤0.01%
4,929
+124
5144
$162K ﹤0.01%
321
+149
5145
$161K ﹤0.01%
4,870
+2,660
5146
$161K ﹤0.01%
+27,471
5147
$160K ﹤0.01%
6,120
+1,693
5148
$160K ﹤0.01%
37,490
-15,157
5149
$160K ﹤0.01%
56,934
+56,338
5150
$159K ﹤0.01%
14,111
+9,640