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
5401
$79.6K ﹤0.01%
9,477
+4,029
5402
$79.6K ﹤0.01%
5,562
+5,533
5403
$79.4K ﹤0.01%
+2,427
5404
$78.7K ﹤0.01%
7,507
+7,025
5405
$78.7K ﹤0.01%
15,394
-26,755
5406
$78.6K ﹤0.01%
4,031
+31
5407
$78.4K ﹤0.01%
6,252
+6,002
5408
$78.1K ﹤0.01%
3,417
-2,007
5409
$78.1K ﹤0.01%
10,021
+9,953
5410
$77.8K ﹤0.01%
9,000
-4,166
5411
$77.7K ﹤0.01%
13,240
+8,786
5412
$77.6K ﹤0.01%
10,988
5413
$77.2K ﹤0.01%
14,986
+14,985
5414
$77.2K ﹤0.01%
20,385
+5,281
5415
$77.1K ﹤0.01%
5,545
-156
5416
$77.1K ﹤0.01%
21,649
+9,611
5417
$75.2K ﹤0.01%
5,966
-12
5418
$74.9K ﹤0.01%
8,905
+8,708
5419
$74.5K ﹤0.01%
81,705
-14,861
5420
$74.2K ﹤0.01%
6,562
+96
5421
$74.1K ﹤0.01%
66,780
-1,134
5422
$73.8K ﹤0.01%
+12,338
5423
$73.7K ﹤0.01%
49,788
5424
$73.6K ﹤0.01%
18,309
+2,509
5425
$73.3K ﹤0.01%
1,363
-802