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
$1.13T
AUM Growth
+$44.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,547
New
Increased
Reduced
Closed

Top Buys

1 +$4.24B
2 +$3.79B
3 +$1.9B
4
MSFT icon
Microsoft
MSFT
+$1.9B
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.73B

Top Sells

1 +$2.56B
2 +$1.46B
3 +$1.26B
4
MBB icon
iShares MBS ETF
MBB
+$1.26B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.1B

Sector Composition

1 Technology 14.43%
2 Financials 8.8%
3 Healthcare 6.75%
4 Consumer Discretionary 5.95%
5 Industrials 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4226
$994K ﹤0.01%
17,717
+199
4227
$993K ﹤0.01%
62,362
-35,205
4228
$993K ﹤0.01%
12,834
+673
4229
$992K ﹤0.01%
191,131
+61,886
4230
$989K ﹤0.01%
29,872
-4,616
4231
$989K ﹤0.01%
58,189
-12,167
4232
$987K ﹤0.01%
438,670
+436,350
4233
$983K ﹤0.01%
15,413
+8,329
4234
$983K ﹤0.01%
129,457
+6,569
4235
$983K ﹤0.01%
140,762
-87,346
4236
$981K ﹤0.01%
47,530
-44,942
4237
$981K ﹤0.01%
55,624
+48,989
4238
$980K ﹤0.01%
28,453
-5,854
4239
$979K ﹤0.01%
102,825
-10,335
4240
$978K ﹤0.01%
24,446
-515
4241
$978K ﹤0.01%
60,353
-522
4242
$977K ﹤0.01%
13,236
+8,594
4243
$976K ﹤0.01%
37,414
+29,391
4244
$976K ﹤0.01%
137,447
-15,449
4245
$974K ﹤0.01%
125,490
+16,765
4246
$973K ﹤0.01%
31,468
+29,955
4247
$971K ﹤0.01%
63,351
+29,291
4248
$970K ﹤0.01%
118,329
-53,696
4249
$969K ﹤0.01%
10,332
-300
4250
$969K ﹤0.01%
39,790
+10,819