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
4701
$398K ﹤0.01%
2,519
-3,369
4702
$398K ﹤0.01%
47,443
-96,625
4703
$397K ﹤0.01%
12,779
-1,633
4704
$397K ﹤0.01%
71,927
+63,905
4705
$397K ﹤0.01%
97,056
-36,622
4706
$395K ﹤0.01%
7,669
-450
4707
$393K ﹤0.01%
130,259
-88,779
4708
$392K ﹤0.01%
8,550
+8,413
4709
$391K ﹤0.01%
32,461
+18,014
4710
$391K ﹤0.01%
8,027
-14,572
4711
$390K ﹤0.01%
222,954
+752
4712
$387K ﹤0.01%
28,770
+3,724
4713
$387K ﹤0.01%
1,039,501
+306,965
4714
$386K ﹤0.01%
46,903
+16,872
4715
$384K ﹤0.01%
24,076
+23,033
4716
$382K ﹤0.01%
63,349
-13,816
4717
$382K ﹤0.01%
37,878
-6,942
4718
$382K ﹤0.01%
36,942
+3,993
4719
$381K ﹤0.01%
91,042
-15,330
4720
$381K ﹤0.01%
13,651
-4,458
4721
$379K ﹤0.01%
263,036
+2
4722
$378K ﹤0.01%
16,157
-87
4723
$378K ﹤0.01%
8,506
-3,770
4724
$378K ﹤0.01%
4,103
4725
$378K ﹤0.01%
42,756
-8,585