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
4501
$603K ﹤0.01%
40,196
-9,428
4502
$601K ﹤0.01%
210,269
+12
4503
$600K ﹤0.01%
103,273
-17,688
4504
$600K ﹤0.01%
44,327
+44,163
4505
$599K ﹤0.01%
12,020
-965
4506
$593K ﹤0.01%
32,146
+1,642
4507
$593K ﹤0.01%
11,832
+3,887
4508
$592K ﹤0.01%
27,501
+27,451
4509
$592K ﹤0.01%
77,203
+49,033
4510
$591K ﹤0.01%
15,341
+4,892
4511
$591K ﹤0.01%
175,310
-110,059
4512
$590K ﹤0.01%
37,389
-32,793
4513
0
4514
$588K ﹤0.01%
26,754
-8,731
4515
$588K ﹤0.01%
79,853
-54,990
4516
$586K ﹤0.01%
6,505
+5,215
4517
$585K ﹤0.01%
+25,000
4518
$582K ﹤0.01%
53,026
-4,684
4519
$580K ﹤0.01%
+87,760
4520
$579K ﹤0.01%
19,557
-5,261
4521
$579K ﹤0.01%
25,000
4522
$578K ﹤0.01%
15,900
-86
4523
$578K ﹤0.01%
7,716
-2,975
4524
$576K ﹤0.01%
18,140
+6,623
4525
$576K ﹤0.01%
47,573
+7,557