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
1776
$20.7M ﹤0.01%
980,762
-47,232
1777
$20.6M ﹤0.01%
73,392
-25,423
1778
$20.5M ﹤0.01%
306,366
+6,241
1779
$20.5M ﹤0.01%
822,307
+122,215
1780
$20.4M ﹤0.01%
472,112
-37,143
1781
$20.4M ﹤0.01%
325,946
+51,078
1782
$20.4M ﹤0.01%
449,810
+44,941
1783
$20.3M ﹤0.01%
324,933
-86,075
1784
$20.3M ﹤0.01%
509,308
+188,106
1785
$20.3M ﹤0.01%
501,874
+28,496
1786
$20.3M ﹤0.01%
483,229
+124,606
1787
$20.2M ﹤0.01%
494,328
+62,367
1788
$20.2M ﹤0.01%
216,989
-14,172
1789
$20.2M ﹤0.01%
121,921
-12,162
1790
$20.1M ﹤0.01%
2,589,479
+136,380
1791
$20.1M ﹤0.01%
536,081
+4,569
1792
$20.1M ﹤0.01%
236,536
-64,367
1793
$20.1M ﹤0.01%
706,250
+288,300
1794
$20.1M ﹤0.01%
928,687
+103,283
1795
$20M ﹤0.01%
399,367
-20,325
1796
$20M ﹤0.01%
114,769
+17,707
1797
$20M ﹤0.01%
846,985
-511,834
1798
$20M ﹤0.01%
286,674
+77,472
1799
$20M ﹤0.01%
878,522
+65,719
1800
$20M ﹤0.01%
326,765
+6,561