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
4551
$540K ﹤0.01%
+18,187
4552
$537K ﹤0.01%
6,020
-115
4553
$536K ﹤0.01%
29,742
-18,104
4554
$534K ﹤0.01%
84,602
-49,957
4555
$533K ﹤0.01%
25,453
-58,464
4556
$532K ﹤0.01%
21,328
-5,795
4557
$532K ﹤0.01%
135,995
+19,995
4558
$529K ﹤0.01%
25,607
-618
4559
$529K ﹤0.01%
259,761
+97,419
4560
$527K ﹤0.01%
22,510
+21,988
4561
$525K ﹤0.01%
48,228
-888
4562
$525K ﹤0.01%
476,940
-23,060
4563
$524K ﹤0.01%
385,483
+8
4564
$523K ﹤0.01%
40,237
+35,840
4565
$521K ﹤0.01%
54,824
+29,333
4566
$521K ﹤0.01%
128,719
-171,055
4567
$520K ﹤0.01%
11,329
-3,703
4568
$518K ﹤0.01%
84,553
-25,289
4569
$518K ﹤0.01%
13,750
-6,654
4570
$518K ﹤0.01%
11,981
-5,926
4571
$517K ﹤0.01%
10,865
+629
4572
$516K ﹤0.01%
88,222
-184,707
4573
$516K ﹤0.01%
50,778
-412
4574
$514K ﹤0.01%
32,282
+234
4575
$514K ﹤0.01%
82,573
-14,405