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
4426
$699K ﹤0.01%
26,616
+2,823
4427
$699K ﹤0.01%
55,598
-9,274
4428
$697K ﹤0.01%
53,882
+1,377
4429
$696K ﹤0.01%
252,034
+110,881
4430
$695K ﹤0.01%
25,924
+23,904
4431
$695K ﹤0.01%
153,317
-7,565
4432
$694K ﹤0.01%
98,767
-8,337
4433
$693K ﹤0.01%
10,608
+2,948
4434
$693K ﹤0.01%
+25,000
4435
$693K ﹤0.01%
168,916
+10
4436
$692K ﹤0.01%
25,971
-63
4437
$691K ﹤0.01%
11,365
-3,152
4438
$689K ﹤0.01%
47,787
+9,124
4439
$688K ﹤0.01%
+19,209
4440
$683K ﹤0.01%
189,243
-30,442
4441
$681K ﹤0.01%
40,457
+31,703
4442
$680K ﹤0.01%
90,194
+757
4443
$679K ﹤0.01%
2,855
-370
4444
$675K ﹤0.01%
14,279
-334
4445
$675K ﹤0.01%
26,037
-1,927
4446
$671K ﹤0.01%
72,402
-23,715
4447
$670K ﹤0.01%
89,415
-8,830
4448
$668K ﹤0.01%
50,549
-51,318
4449
$668K ﹤0.01%
17,919
+394
4450
$668K ﹤0.01%
20,344
-63