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
2426
$9.5M ﹤0.01%
941,762
-148,915
2427
$9.49M ﹤0.01%
499,427
+27,524
2428
$9.47M ﹤0.01%
115,330
+49,335
2429
$9.46M ﹤0.01%
1,675,097
+1,629,756
2430
$9.45M ﹤0.01%
900,000
2431
$9.44M ﹤0.01%
285,705
-9,795
2432
$9.44M ﹤0.01%
252,086
-296,416
2433
$9.42M ﹤0.01%
429,814
-80,248
2434
$9.41M ﹤0.01%
85,378
+14,601
2435
$9.38M ﹤0.01%
416,738
-60,982
2436
$9.37M ﹤0.01%
222,376
-380,416
2437
$9.35M ﹤0.01%
155,439
+13,536
2438
$9.35M ﹤0.01%
305,848
-14,665
2439
$9.35M ﹤0.01%
175,899
+161,478
2440
$9.34M ﹤0.01%
324,582
-28,114
2441
$9.33M ﹤0.01%
287,403
+100,192
2442
$9.33M ﹤0.01%
801,246
+235,586
2443
$9.31M ﹤0.01%
128,505
+49,095
2444
$9.31M ﹤0.01%
299,893
+25,420
2445
$9.28M ﹤0.01%
131,029
-29,823
2446
$9.27M ﹤0.01%
140,994
-5,288
2447
$9.26M ﹤0.01%
188,093
+257
2448
$9.26M ﹤0.01%
959,911
+11
2449
$9.26M ﹤0.01%
648,392
+222,276
2450
$9.26M ﹤0.01%
452,027
-42,868