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
6001
$1.92K ﹤0.01%
1,666
6002
$1.92K ﹤0.01%
375
-1
6003
$1.9K ﹤0.01%
1,330
-1,971
6004
$1.89K ﹤0.01%
556
+256
6005
$1.86K ﹤0.01%
2,116
+166
6006
$1.85K ﹤0.01%
238
6007
$1.83K ﹤0.01%
100
-3,190
6008
$1.83K ﹤0.01%
49,400
6009
$1.82K ﹤0.01%
484
-365
6010
$1.82K ﹤0.01%
228
+10
6011
$1.79K ﹤0.01%
+160
6012
$1.78K ﹤0.01%
162
+152
6013
$1.76K ﹤0.01%
1,087
-101
6014
$1.69K ﹤0.01%
8
6015
$1.68K ﹤0.01%
320
-1,047
6016
$1.67K ﹤0.01%
41,766
+100
6017
$1.66K ﹤0.01%
147
-2,177
6018
$1.66K ﹤0.01%
403
6019
$1.66K ﹤0.01%
4,939
-16
6020
$1.54K ﹤0.01%
500
6021
$1.53K ﹤0.01%
+230
6022
$1.51K ﹤0.01%
300
-32,313
6023
$1.49K ﹤0.01%
35
+22
6024
$1.45K ﹤0.01%
5,120
6025
$1.45K ﹤0.01%
507
+477