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
4751
$359K ﹤0.01%
7,491
+3,153
4752
$358K ﹤0.01%
+12,812
4753
$356K ﹤0.01%
22,033
-8,407
4754
$356K ﹤0.01%
28,719
-4,553
4755
$356K ﹤0.01%
17,541
-42,894
4756
$355K ﹤0.01%
38,340
+5,900
4757
$355K ﹤0.01%
14,023
-18,138
4758
$355K ﹤0.01%
23,195
-3,259
4759
$354K ﹤0.01%
12,838
-8,479
4760
$353K ﹤0.01%
6,910
+789
4761
$353K ﹤0.01%
21,876
-5,668
4762
$353K ﹤0.01%
+7,700
4763
$353K ﹤0.01%
51,085
+17,466
4764
$353K ﹤0.01%
6,600
4765
$352K ﹤0.01%
38,513
-8,399
4766
$352K ﹤0.01%
13,401
+311
4767
$351K ﹤0.01%
38,188
+3,233
4768
$350K ﹤0.01%
163,695
-3,958
4769
$350K ﹤0.01%
86,024
+24,875
4770
$349K ﹤0.01%
19,671
-2,333
4771
$349K ﹤0.01%
136,196
-69,100
4772
$347K ﹤0.01%
21,116
-5,862
4773
$347K ﹤0.01%
169,887
+49,467
4774
$346K ﹤0.01%
232,347
+25,047
4775
$346K ﹤0.01%
5,224
-13,118