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
2201
$12.2M ﹤0.01%
801,650
-109,483
2202
$12.2M ﹤0.01%
214,465
-95,890
2203
$12.2M ﹤0.01%
305,777
-14,807
2204
$12.2M ﹤0.01%
127,185
-17,208
2205
$12.2M ﹤0.01%
+563,028
2206
$12.2M ﹤0.01%
432,518
-637,359
2207
$12.2M ﹤0.01%
783,063
+494,596
2208
$12.1M ﹤0.01%
904,195
+429,712
2209
$12.1M ﹤0.01%
838,345
-733,460
2210
$12.1M ﹤0.01%
1,345,073
-497,662
2211
$12.1M ﹤0.01%
1,031,940
+1,124
2212
$12.1M ﹤0.01%
366,873
+111,142
2213
$12.1M ﹤0.01%
321,459
-16,900
2214
$12.1M ﹤0.01%
473,077
+190,194
2215
$12.1M ﹤0.01%
293,153
+17,476
2216
$12.1M ﹤0.01%
724,945
+91,126
2217
$12M ﹤0.01%
495,797
-87,178
2218
$12M ﹤0.01%
594,851
-48,793
2219
$12M ﹤0.01%
1,012,869
+239,431
2220
$12M ﹤0.01%
317,161
-23,219
2221
$12M ﹤0.01%
519,516
+16,956
2222
$11.9M ﹤0.01%
558,258
+253,457
2223
$11.9M ﹤0.01%
196,341
-11,783
2224
$11.9M ﹤0.01%
183,458
-10,270
2225
$11.9M ﹤0.01%
834,313
-1,365,965