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
2076
$14M ﹤0.01%
176,167
+139,041
2077
$14M ﹤0.01%
398,056
-68,325
2078
$14M ﹤0.01%
415,884
+116,537
2079
$14M ﹤0.01%
256,264
+187,335
2080
$14M ﹤0.01%
166,953
+6,881
2081
$14M ﹤0.01%
614,199
+9,838
2082
$14M ﹤0.01%
405,310
+19,723
2083
$14M ﹤0.01%
1,774,298
-542,764
2084
$14M ﹤0.01%
73,010
-3,785
2085
$14M ﹤0.01%
168,964
+38,003
2086
$14M ﹤0.01%
+540,088
2087
$14M ﹤0.01%
1,046,783
-3,049
2088
$14M ﹤0.01%
181,775
+34,011
2089
$13.9M ﹤0.01%
606,341
-281,883
2090
$13.9M ﹤0.01%
295,438
+113,192
2091
$13.9M ﹤0.01%
289,732
+7,204
2092
$13.8M ﹤0.01%
925,937
+49,785
2093
$13.8M ﹤0.01%
2,458,374
-133,695
2094
$13.8M ﹤0.01%
578,845
-147,129
2095
$13.8M ﹤0.01%
225,377
+34,884
2096
$13.8M ﹤0.01%
1,364,430
-264,656
2097
$13.8M ﹤0.01%
866,598
+7,741
2098
$13.8M ﹤0.01%
188,883
-76,771
2099
$13.8M ﹤0.01%
333,845
+77,288
2100
$13.8M ﹤0.01%
161,161
+17,036