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
4826
$318K ﹤0.01%
6,206
+300
4827
$318K ﹤0.01%
64,963
+35,831
4828
$318K ﹤0.01%
46,593
+13,613
4829
$317K ﹤0.01%
11,713
+865
4830
$314K ﹤0.01%
108,589
-92,712
4831
$314K ﹤0.01%
198,529
-14,275
4832
$313K ﹤0.01%
98,549
+1,568
4833
$313K ﹤0.01%
119,129
+95,866
4834
$312K ﹤0.01%
7,788
-7,278
4835
$311K ﹤0.01%
43,657
-83,669
4836
$311K ﹤0.01%
20,455
-2,890
4837
$309K ﹤0.01%
187,418
+31,912
4838
$309K ﹤0.01%
6,895
-2,787
4839
$308K ﹤0.01%
21,471
-42
4840
$307K ﹤0.01%
388,443
+84,314
4841
$305K ﹤0.01%
6,142
+3,707
4842
$305K ﹤0.01%
12,344
-2,591
4843
$304K ﹤0.01%
44,911
-18,981
4844
$304K ﹤0.01%
21,465
-129
4845
$303K ﹤0.01%
20,162
-9,718
4846
$303K ﹤0.01%
16,496
-122,436
4847
$303K ﹤0.01%
31,906
+4,088
4848
$303K ﹤0.01%
42,735
-28,971
4849
$302K ﹤0.01%
9,164
+50
4850
$302K ﹤0.01%
200,351
+93,228