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
5601
$34.9K ﹤0.01%
5,005
+5
5602
$34.9K ﹤0.01%
752
-90
5603
$34.8K ﹤0.01%
3,352
5604
$34.3K ﹤0.01%
1,216
5605
$33.6K ﹤0.01%
3,081
5606
$33.5K ﹤0.01%
3,004
+4
5607
$33.1K ﹤0.01%
+2,074
5608
$33.1K ﹤0.01%
3,014
+1,690
5609
$33.1K ﹤0.01%
1,315
-94,614
5610
$33K ﹤0.01%
6,937
-3,012
5611
$32.8K ﹤0.01%
8,000
5612
$32.4K ﹤0.01%
99
-1
5613
$32.2K ﹤0.01%
+5,039
5614
$32.1K ﹤0.01%
7,436
+6
5615
$32.1K ﹤0.01%
2,000
5616
$32K ﹤0.01%
100,787
5617
$31.7K ﹤0.01%
8,128
-37,462
5618
$31.7K ﹤0.01%
+28,030
5619
$31.6K ﹤0.01%
+681
5620
$31.3K ﹤0.01%
5,286
-957
5621
$31.3K ﹤0.01%
2,102
-338
5622
$31.3K ﹤0.01%
2,412
+1,722
5623
$31.2K ﹤0.01%
1,850
5624
$31.2K ﹤0.01%
11,542
5625
$31.2K ﹤0.01%
7,544
-169