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
4576
$512K ﹤0.01%
+25,000
4577
$512K ﹤0.01%
37,788
-8,511
4578
$510K ﹤0.01%
19,414
-5,563
4579
$509K ﹤0.01%
17,070
-1,154
4580
$509K ﹤0.01%
64,798
+61,421
4581
$508K ﹤0.01%
300,762
+23,156
4582
$506K ﹤0.01%
16,130
-5,878
4583
$506K ﹤0.01%
112,906
+18,153
4584
$506K ﹤0.01%
358,681
+94,575
4585
$506K ﹤0.01%
9,347
-7,412
4586
$502K ﹤0.01%
+25,000
4587
$502K ﹤0.01%
38,449
-18,434
4588
$500K ﹤0.01%
54,248
-15,974
4589
$499K ﹤0.01%
38,117
+2,814
4590
$498K ﹤0.01%
33,131
-5,087
4591
$497K ﹤0.01%
132,908
+122,127
4592
$497K ﹤0.01%
54,693
-1,022
4593
$495K ﹤0.01%
319,643
+72,750
4594
$494K ﹤0.01%
23,282
-14,969
4595
$493K ﹤0.01%
32,015
-2,383
4596
$493K ﹤0.01%
73,297
+18,060
4597
$493K ﹤0.01%
60,574
+8,586
4598
$492K ﹤0.01%
56,700
4599
$487K ﹤0.01%
11,898
-83
4600
$482K ﹤0.01%
53,216
-21,187