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
4251
$963K ﹤0.01%
128,877
+43,134
4252
$963K ﹤0.01%
78,387
+44,364
4253
$960K ﹤0.01%
166,999
+166,839
4254
$960K ﹤0.01%
52,934
+37,619
4255
$960K ﹤0.01%
55,438
+1,253
4256
$956K ﹤0.01%
66,975
+38,827
4257
$956K ﹤0.01%
52,801
+45,335
4258
$954K ﹤0.01%
52,124
+6,960
4259
$950K ﹤0.01%
24,943
-3,038
4260
$950K ﹤0.01%
113,462
-14,072
4261
$949K ﹤0.01%
9,852
+7,032
4262
$948K ﹤0.01%
13,100
-12,209
4263
$944K ﹤0.01%
336,399
+319,389
4264
$939K ﹤0.01%
51,230
-27
4265
$935K ﹤0.01%
12,810
-3,273
4266
$934K ﹤0.01%
627,113
-3,500
4267
$933K ﹤0.01%
253,584
+186,430
4268
$930K ﹤0.01%
96,345
+55,044
4269
$927K ﹤0.01%
123,818
-15,264
4270
$925K ﹤0.01%
481,910
-62,006
4271
$924K ﹤0.01%
97,756
+13,854
4272
$924K ﹤0.01%
23,024
-8,090
4273
$923K ﹤0.01%
40,000
4274
$922K ﹤0.01%
112,200
-7,064
4275
$919K ﹤0.01%
+36,163