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
2126
$13.3M ﹤0.01%
70,075
-26,479
2127
$13.3M ﹤0.01%
215,532
+80,700
2128
$13.3M ﹤0.01%
303,244
-19,779
2129
$13.3M ﹤0.01%
157,735
+44,127
2130
$13.3M ﹤0.01%
156,858
-61,022
2131
$13.3M ﹤0.01%
434,580
-286,952
2132
$13.2M ﹤0.01%
1,080,733
+83,267
2133
$13.2M ﹤0.01%
2,434,315
-701,225
2134
$13.2M ﹤0.01%
407,242
+63,885
2135
$13.2M ﹤0.01%
320,016
-550,407
2136
$13.2M ﹤0.01%
187,864
+2,456
2137
$13.2M ﹤0.01%
519,989
-648,901
2138
$13.2M ﹤0.01%
215,364
+4,801
2139
$13.2M ﹤0.01%
837,041
+671,934
2140
$13.1M ﹤0.01%
803,492
-38,190
2141
$13.1M ﹤0.01%
59,563
-20,294
2142
$13.1M ﹤0.01%
809,325
+48,354
2143
$13M ﹤0.01%
165,204
+3,026
2144
$13M ﹤0.01%
1,500,147
-189,629
2145
$13M ﹤0.01%
564,357
+92,625
2146
$13M ﹤0.01%
482,433
-35,200
2147
$13M ﹤0.01%
740,477
+164,122
2148
$13M ﹤0.01%
355,348
-393,932
2149
$13M ﹤0.01%
2,607,710
-646,163
2150
$13M ﹤0.01%
231,480
-11,787