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
1076
$58.6M 0.01%
435,937
-24,131
1077
$58.5M 0.01%
4,799,879
-3,507,516
1078
$58.2M 0.01%
177,061
-74,406
1079
$58.2M 0.01%
2,271,484
+33,738
1080
$58.2M 0.01%
2,818,998
+516,423
1081
$58.2M 0.01%
284,103
-56,499
1082
$58.2M 0.01%
1,447,885
-119,940
1083
$58.2M 0.01%
6,179,963
+655,302
1084
$58.1M 0.01%
1,141,725
-958
1085
$57.9M 0.01%
470,484
-308,266
1086
$57.9M 0.01%
1,043,843
-76,999
1087
$57.8M 0.01%
297,137
-208,930
1088
$57.5M 0.01%
1,066,352
+138,686
1089
$57.5M 0.01%
6,905,325
-2,157,047
1090
$57.5M 0.01%
4,481,219
+3,932,563
1091
$57.5M 0.01%
2,773,496
-5,108,168
1092
$57.2M 0.01%
658,840
-37,228
1093
$57.2M 0.01%
2,985,897
-11,900
1094
$57M 0.01%
1,740,815
+1,236,043
1095
$56.9M 0.01%
2,142,974
+235,989
1096
$56.9M 0.01%
1,397,163
+17,040
1097
$56.4M 0.01%
2,511,637
-918,990
1098
$56.4M 0.01%
3,810,275
-1,119,099
1099
$56.3M 0.01%
1,013,658
+88,822
1100
$56.3M 0.01%
557,396
+170,189