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
1001
$68.3M 0.01%
718,503
-183,724
1002
$67.8M 0.01%
1,493,433
+7,391
1003
$67.6M 0.01%
280,229
+40,563
1004
$67.6M 0.01%
733,711
+1,676
1005
$67.5M 0.01%
1,599,694
+97,553
1006
$67.3M 0.01%
383,611
+37,665
1007
$67M 0.01%
1,874,132
-275,426
1008
$67M 0.01%
812,500
+426,228
1009
$66.9M 0.01%
2,703,460
+926,705
1010
$66.9M 0.01%
831,487
-217,837
1011
$66.9M 0.01%
1,153,861
+180,902
1012
$66.7M 0.01%
1,338,120
-271,437
1013
$66.5M 0.01%
500,155
+232,951
1014
$66.4M 0.01%
1,248,493
-67,542
1015
$66.4M 0.01%
1,395,737
-104,671
1016
$66.3M 0.01%
361,315
-24,240
1017
$66.2M 0.01%
699,903
-40,687
1018
$66.2M 0.01%
1,387,345
+785,134
1019
$66M 0.01%
1,871,529
+288,758
1020
$65.8M 0.01%
482,107
+34,676
1021
$65.5M 0.01%
2,268,241
-959,922
1022
$65.5M 0.01%
1,313,449
+159,179
1023
$65.4M 0.01%
3,302,510
-212,373
1024
$65M 0.01%
906,551
+125,933
1025
$64.8M 0.01%
3,663,978
+3,456,371