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
5251
$119K ﹤0.01%
6,321
-157
5252
$119K ﹤0.01%
29,183
+11,308
5253
$119K ﹤0.01%
7,552
+7,008
5254
$119K ﹤0.01%
32,474
+14,808
5255
$118K ﹤0.01%
4,870
-40,938
5256
$118K ﹤0.01%
3,192
-59
5257
$118K ﹤0.01%
12,180
+7,111
5258
$117K ﹤0.01%
32,042
+17,103
5259
$117K ﹤0.01%
25,110
+1,580
5260
$117K ﹤0.01%
7,678
-502
5261
$116K ﹤0.01%
23,728
+8,989
5262
$116K ﹤0.01%
41,916
+19,748
5263
$115K ﹤0.01%
3,234
-84
5264
$115K ﹤0.01%
12,260
+1,643
5265
$115K ﹤0.01%
9,372
+2,611
5266
$115K ﹤0.01%
28,402
+10,987
5267
$115K ﹤0.01%
10,498
-6,450
5268
$115K ﹤0.01%
10,000
5269
$115K ﹤0.01%
27,145
-15,334
5270
$114K ﹤0.01%
9,509
+336
5271
$114K ﹤0.01%
3,431
+610
5272
$114K ﹤0.01%
4,397
-5,972
5273
$113K ﹤0.01%
24,878
+7,687
5274
$113K ﹤0.01%
25,358
+7,486
5275
$112K ﹤0.01%
14,370
-9,722