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
2251
$11.5M ﹤0.01%
228,426
+35,427
2252
$11.5M ﹤0.01%
224,426
+204,709
2253
$11.5M ﹤0.01%
242,697
-13,625
2254
$11.5M ﹤0.01%
361,125
+1,520
2255
$11.5M ﹤0.01%
1,465,736
+917,550
2256
$11.5M ﹤0.01%
169,334
+33,813
2257
$11.4M ﹤0.01%
72,947
+2,638
2258
$11.4M ﹤0.01%
489,641
+294,756
2259
$11.4M ﹤0.01%
216,224
-73,972
2260
$11.4M ﹤0.01%
665,532
+146,693
2261
$11.4M ﹤0.01%
474,834
+161,773
2262
$11.4M ﹤0.01%
142,521
+40,340
2263
$11.4M ﹤0.01%
149,526
+60,811
2264
$11.4M ﹤0.01%
744,367
-1,042,473
2265
$11.3M ﹤0.01%
761,483
+23,958
2266
$11.3M ﹤0.01%
300,442
+16,873
2267
$11.3M ﹤0.01%
937,347
+35,586
2268
$11.3M ﹤0.01%
196,622
-155,685
2269
$11.3M ﹤0.01%
91,193
+27,968
2270
$11.3M ﹤0.01%
308,071
-64,512
2271
$11.3M ﹤0.01%
94,469
+5,202
2272
$11.3M ﹤0.01%
439,164
+403,448
2273
$11.3M ﹤0.01%
78,651
+1,556
2274
$11.3M ﹤0.01%
402,013
-29,914
2275
$11.2M ﹤0.01%
44,669
-15,151