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
4526
$576K ﹤0.01%
+11,700
4527
$575K ﹤0.01%
12,919
-361
4528
$569K ﹤0.01%
93,498
+1,856
4529
$569K ﹤0.01%
26,000
-1,170
4530
$568K ﹤0.01%
12,300
4531
$565K ﹤0.01%
48,127
+24,072
4532
$565K ﹤0.01%
23,086
-7,964
4533
$564K ﹤0.01%
22,015
-6,554
4534
$558K ﹤0.01%
8,529
+6,829
4535
$558K ﹤0.01%
121,562
-6,774
4536
$557K ﹤0.01%
102,203
+65,691
4537
$555K ﹤0.01%
34,964
-7,783
4538
$553K ﹤0.01%
+13,164
4539
$553K ﹤0.01%
10,622
-2,109
4540
$551K ﹤0.01%
15,255
+11,245
4541
$547K ﹤0.01%
55,921
-18,132
4542
$545K ﹤0.01%
51,565
-4,777
4543
$545K ﹤0.01%
17,990
-53
4544
$544K ﹤0.01%
25,000
4545
$543K ﹤0.01%
44,395
+17,353
4546
$541K ﹤0.01%
29,285
-16,259
4547
$541K ﹤0.01%
27,674
-6,532
4548
$541K ﹤0.01%
14,383
+3,261
4549
$540K ﹤0.01%
32,486
+12,451
4550
$540K ﹤0.01%
23,732
-1,868