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
4626
$464K ﹤0.01%
246,860
+70,848
4627
$464K ﹤0.01%
40,605
-15,643
4628
$463K ﹤0.01%
39,995
-1,008
4629
$462K ﹤0.01%
+17,973
4630
$462K ﹤0.01%
75,943
+12,063
4631
$460K ﹤0.01%
39,879
-1,834
4632
$459K ﹤0.01%
28,184
-22,163
4633
$459K ﹤0.01%
17,132
-3,668
4634
$459K ﹤0.01%
29,206
-1,602
4635
$458K ﹤0.01%
+20,664
4636
$457K ﹤0.01%
18,993
+4,493
4637
$457K ﹤0.01%
36,602
-254,126
4638
$457K ﹤0.01%
25,000
4639
$456K ﹤0.01%
19,470
+5,022
4640
$456K ﹤0.01%
24,557
-995
4641
$455K ﹤0.01%
6,554
-6,494
4642
$454K ﹤0.01%
93,317
-238,782
4643
$453K ﹤0.01%
62,734
-13,667
4644
$451K ﹤0.01%
79,910
-3,286
4645
$451K ﹤0.01%
38,876
-73,881
4646
$449K ﹤0.01%
30,160
-4,298
4647
$448K ﹤0.01%
13,528
-243,118
4648
$448K ﹤0.01%
13,166
-4,151
4649
$448K ﹤0.01%
80,394
-35,831
4650
$447K ﹤0.01%
69,639
+12,364