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
4776
$344K ﹤0.01%
25,585
-5,967
4777
$344K ﹤0.01%
13,821
+1,490
4778
$344K ﹤0.01%
13,765
+3,371
4779
$341K ﹤0.01%
55,269
-38,673
4780
$341K ﹤0.01%
34,191
-3,754
4781
$341K ﹤0.01%
103,558
+21,947
4782
$340K ﹤0.01%
104,015
+3,749
4783
$340K ﹤0.01%
41,784
+3,663
4784
$340K ﹤0.01%
244,617
-109,978
4785
$339K ﹤0.01%
24,040
-3,695
4786
$337K ﹤0.01%
+8,622
4787
$337K ﹤0.01%
9,436
+50
4788
$336K ﹤0.01%
6,657
+6,057
4789
$336K ﹤0.01%
11,753
-1,331
4790
$335K ﹤0.01%
8,588
-6,150
4791
$335K ﹤0.01%
6,477
-1,745
4792
$334K ﹤0.01%
7,967
-3,395
4793
$332K ﹤0.01%
182,626
+98,740
4794
$332K ﹤0.01%
50,498
+21,650
4795
$332K ﹤0.01%
144,204
-38,694
4796
$332K ﹤0.01%
8,750
-16,250
4797
$331K ﹤0.01%
13,126
-1,621
4798
$331K ﹤0.01%
98,480
+77,475
4799
$331K ﹤0.01%
88,002
-77,408
4800
$330K ﹤0.01%
18,236
-2,342