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
5626
$30.4K ﹤0.01%
11,525
+9,522
5627
$30K ﹤0.01%
1,046
5628
$29.9K ﹤0.01%
10,063
+6,854
5629
$29.4K ﹤0.01%
5,554
+6
5630
$29.3K ﹤0.01%
49,723
+37,475
5631
$29.3K ﹤0.01%
3,681
+313
5632
$29.3K ﹤0.01%
27,351
5633
$29K ﹤0.01%
746
5634
$29K ﹤0.01%
1,247
-393
5635
$28.6K ﹤0.01%
+21,014
5636
$28.4K ﹤0.01%
13,544
-49
5637
$27.8K ﹤0.01%
195
5638
$27.8K ﹤0.01%
2,441
-734
5639
$27.7K ﹤0.01%
+1,595
5640
$27.6K ﹤0.01%
17,779
-7,786
5641
$27.5K ﹤0.01%
710
5642
$27K ﹤0.01%
81,913
+44,591
5643
$26.9K ﹤0.01%
1,559
+259
5644
$26.9K ﹤0.01%
6,532
+13
5645
$26.8K ﹤0.01%
11,591
-11,346
5646
$26.8K ﹤0.01%
50,000
5647
$26.6K ﹤0.01%
5,045
-1,142
5648
$26.4K ﹤0.01%
3,217
5649
$26.4K ﹤0.01%
9,662
-22
5650
$26.3K ﹤0.01%
5,866
-18,066