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
5176
$147K ﹤0.01%
1,904
+535
5177
$147K ﹤0.01%
4,626
+4,448
5178
$146K ﹤0.01%
61,226
+32,410
5179
$145K ﹤0.01%
25,830
5180
$145K ﹤0.01%
2,698
-2,566
5181
$145K ﹤0.01%
4,209
+24
5182
$145K ﹤0.01%
38,679
+36,450
5183
$144K ﹤0.01%
10,702
-36,662
5184
$144K ﹤0.01%
20,813
+5,984
5185
$143K ﹤0.01%
91,496
-22,662
5186
$142K ﹤0.01%
42,889
+2,529
5187
$142K ﹤0.01%
70,078
+26
5188
$141K ﹤0.01%
3,275
-3,327
5189
$141K ﹤0.01%
12,000
5190
$141K ﹤0.01%
17,866
-4,414
5191
$140K ﹤0.01%
5,528
+3,834
5192
$140K ﹤0.01%
3,797
-93
5193
$139K ﹤0.01%
11,531
-23,581
5194
$138K ﹤0.01%
13,458
+12,810
5195
$138K ﹤0.01%
4,231
+3,319
5196
$137K ﹤0.01%
5,241
-1,892
5197
$137K ﹤0.01%
2,980
-169
5198
$137K ﹤0.01%
5,084
+2,629
5199
$137K ﹤0.01%
10,872
+10,772
5200
$137K ﹤0.01%
4,506
+223