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
5301
$104K ﹤0.01%
4,442
+1,905
5302
$104K ﹤0.01%
34,297
+16,042
5303
$104K ﹤0.01%
4,810
+3,192
5304
$103K ﹤0.01%
488
-62
5305
$103K ﹤0.01%
+9,992
5306
$102K ﹤0.01%
133,906
5307
$102K ﹤0.01%
19,268
+466
5308
$102K ﹤0.01%
700,429
5309
$101K ﹤0.01%
22,624
+7,203
5310
$101K ﹤0.01%
135,570
-1,989
5311
$101K ﹤0.01%
2,206
+2,143
5312
$101K ﹤0.01%
176,009
-11,906
5313
$100K ﹤0.01%
1,815
5314
$99.7K ﹤0.01%
19,399
+18,766
5315
$99.6K ﹤0.01%
+9,951
5316
$99.1K ﹤0.01%
1,127
-57
5317
$98.5K ﹤0.01%
4,165
+1,684
5318
$98.3K ﹤0.01%
13,635
+1,733
5319
$98.1K ﹤0.01%
29,034
+5,433
5320
$97.8K ﹤0.01%
11,606
+3,524
5321
$97.6K ﹤0.01%
+14,186
5322
$97.3K ﹤0.01%
+16,428
5323
$97K ﹤0.01%
16,473
+15,087
5324
$96.8K ﹤0.01%
7,565
+3,641
5325
$96.4K ﹤0.01%
2,990