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
4401
$742K ﹤0.01%
13,527
-27
4402
$740K ﹤0.01%
62,131
+30,431
4403
$739K ﹤0.01%
916,559
-186,527
4404
$735K ﹤0.01%
20,135
-1,223
4405
$732K ﹤0.01%
140,244
+110,348
4406
$730K ﹤0.01%
574,428
+536,692
4407
$729K ﹤0.01%
383,503
+270,483
4408
$728K ﹤0.01%
14,020
+11,270
4409
$726K ﹤0.01%
223,535
+24,196
4410
$723K ﹤0.01%
25,614
+11,549
4411
$723K ﹤0.01%
76,382
+70,705
4412
$721K ﹤0.01%
53,261
+5,598
4413
$715K ﹤0.01%
12,912
-3,330
4414
$715K ﹤0.01%
59,475
+9,784
4415
$711K ﹤0.01%
6,683
-444
4416
$706K ﹤0.01%
19,585
-2,444
4417
$706K ﹤0.01%
20,119
-7,377
4418
$706K ﹤0.01%
201,002
-11,525
4419
$705K ﹤0.01%
486,520
+438,927
4420
$705K ﹤0.01%
39,521
+26,399
4421
$703K ﹤0.01%
25,000
4422
$703K ﹤0.01%
23,917
+3,939
4423
$703K ﹤0.01%
86,753
-13,555
4424
$702K ﹤0.01%
33,072
+725
4425
$701K ﹤0.01%
10,946
+84