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
5526
$49.5K ﹤0.01%
28,271
-32,924
5527
$49.1K ﹤0.01%
14,624
-54,774
5528
$48.9K ﹤0.01%
56,962
-54,543
5529
$48.8K ﹤0.01%
9,224
+4,945
5530
$48.5K ﹤0.01%
5,684
+4,361
5531
$48.5K ﹤0.01%
11,711
+17
5532
$48.1K ﹤0.01%
23,921
+10,428
5533
$48.1K ﹤0.01%
994
+73
5534
$47.9K ﹤0.01%
1,887
-314
5535
$47.8K ﹤0.01%
1,980
5536
$47.6K ﹤0.01%
3,051
+1,155
5537
$47.3K ﹤0.01%
2,259
+231
5538
$47.3K ﹤0.01%
2,500
5539
$47.2K ﹤0.01%
200
+118
5540
$47.2K ﹤0.01%
3,352
-98
5541
$47.1K ﹤0.01%
23,788
+6,188
5542
$47K ﹤0.01%
+3,507
5543
$46.8K ﹤0.01%
+4,581
5544
$46.6K ﹤0.01%
7,300
5545
$46.6K ﹤0.01%
8,454
-8,051
5546
$46.5K ﹤0.01%
15,011
+7,660
5547
$46.3K ﹤0.01%
1,698
-6,371
5548
$46.2K ﹤0.01%
3,096
+1,212
5549
$46K ﹤0.01%
1,795
5550
$46K ﹤0.01%
2,776
-7,058