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
4276
$918K ﹤0.01%
30,872
+11,516
4277
$914K ﹤0.01%
166,861
+139,641
4278
$914K ﹤0.01%
17,669
-3,443
4279
$913K ﹤0.01%
193,768
-62,351
4280
$909K ﹤0.01%
40,942
-16,026
4281
$906K ﹤0.01%
9,170
4282
$905K ﹤0.01%
78,319
-162,254
4283
$904K ﹤0.01%
1,451,778
+416,452
4284
$904K ﹤0.01%
779,348
+418,789
4285
$903K ﹤0.01%
96,738
+54,527
4286
$902K ﹤0.01%
70,219
-24,939
4287
$899K ﹤0.01%
70,092
-6,244
4288
$898K ﹤0.01%
537,547
-207,617
4289
$897K ﹤0.01%
11,687
-2,112
4290
$894K ﹤0.01%
137,395
+37,343
4291
$893K ﹤0.01%
+24,030
4292
$892K ﹤0.01%
71,820
+3,001
4293
$889K ﹤0.01%
110,953
-13,452
4294
$888K ﹤0.01%
528,852
-602,961
4295
$886K ﹤0.01%
188,411
-21,940
4296
$885K ﹤0.01%
636,842
-1,073,461
4297
$884K ﹤0.01%
25,334
-2,197
4298
$884K ﹤0.01%
84,992
-71,125
4299
$883K ﹤0.01%
105,772
-17,666
4300
$882K ﹤0.01%
22,767
-14,483