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
4476
$626K ﹤0.01%
20,517
-4,096
4477
$625K ﹤0.01%
98,441
+48,915
4478
$625K ﹤0.01%
95,860
+12,672
4479
$623K ﹤0.01%
96,761
-25,717
4480
$622K ﹤0.01%
145,569
-908,962
4481
$621K ﹤0.01%
41,469
-11,633
4482
$621K ﹤0.01%
13,677
-282
4483
$620K ﹤0.01%
7,055
+453
4484
$619K ﹤0.01%
111,343
-46,886
4485
$619K ﹤0.01%
51,194
-952
4486
$617K ﹤0.01%
134,466
+9,934
4487
$617K ﹤0.01%
24,171
+23,754
4488
$617K ﹤0.01%
89,637
-20,185
4489
$616K ﹤0.01%
129,415
-135,024
4490
$615K ﹤0.01%
30,000
-120,000
4491
$615K ﹤0.01%
52,521
+26,014
4492
$614K ﹤0.01%
+53,851
4493
$613K ﹤0.01%
5,905
-388
4494
$612K ﹤0.01%
48,602
+962
4495
$609K ﹤0.01%
184,552
+109,310
4496
$609K ﹤0.01%
25,000
4497
$608K ﹤0.01%
7,150
+1,320
4498
$608K ﹤0.01%
10,704
+7,033
4499
$607K ﹤0.01%
76,375
+44,978
4500
$603K ﹤0.01%
18,024
+932