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
4301
$881K ﹤0.01%
37,585
+3,668
4302
$880K ﹤0.01%
181,499
-29
4303
$879K ﹤0.01%
33,079
+1,538
4304
$879K ﹤0.01%
6,152
-241
4305
$879K ﹤0.01%
7,625
+8
4306
$875K ﹤0.01%
73,141
-42,437
4307
$872K ﹤0.01%
31,935
+1,516
4308
$872K ﹤0.01%
23,635
+21,635
4309
$871K ﹤0.01%
322,715
-7,013
4310
$871K ﹤0.01%
288,311
+197,087
4311
$870K ﹤0.01%
80,738
-53,094
4312
$869K ﹤0.01%
168,796
-23,454
4313
$869K ﹤0.01%
869,022
+773,760
4314
$868K ﹤0.01%
8,684
-43
4315
$867K ﹤0.01%
32,019
-1,484
4316
$860K ﹤0.01%
12,795
-1
4317
$859K ﹤0.01%
10,891
-6,899
4318
$858K ﹤0.01%
42,964
+32,107
4319
$857K ﹤0.01%
28,556
+8,045
4320
$854K ﹤0.01%
43,740
+38,647
4321
$851K ﹤0.01%
27,924
-5,277
4322
$851K ﹤0.01%
111,491
+79,441
4323
$850K ﹤0.01%
31,373
-6,662
4324
$849K ﹤0.01%
28,769
-4,355
4325
$848K ﹤0.01%
17,555
+1,526