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
4726
$377K ﹤0.01%
4,600
4727
$377K ﹤0.01%
20,974
-3,219
4728
$376K ﹤0.01%
22,505
-14,040
4729
$376K ﹤0.01%
9,697
-1,279
4730
$376K ﹤0.01%
18,555
+6,342
4731
$375K ﹤0.01%
74,171
+47
4732
$374K ﹤0.01%
6,319
+4,322
4733
$373K ﹤0.01%
9,053
-3,268
4734
$372K ﹤0.01%
11,975
-5,849
4735
$371K ﹤0.01%
7,865
-3,639
4736
$370K ﹤0.01%
30,043
+1,887
4737
$370K ﹤0.01%
18,154
+580
4738
$369K ﹤0.01%
14,946
-3,692
4739
$367K ﹤0.01%
+25,450
4740
$367K ﹤0.01%
2,294
-133
4741
$367K ﹤0.01%
48,807
-23,167
4742
$366K ﹤0.01%
+16,820
4743
$366K ﹤0.01%
891,531
+5
4744
$364K ﹤0.01%
10,356
-19
4745
$364K ﹤0.01%
626,932
-69,508
4746
$362K ﹤0.01%
2,712
+2,565
4747
$362K ﹤0.01%
14,182
+2,228
4748
$361K ﹤0.01%
298,036
-9,154
4749
$359K ﹤0.01%
15,067
+11,063
4750
$359K ﹤0.01%
25,000