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
4851
$301K ﹤0.01%
15,583
-1,990
4852
$300K ﹤0.01%
26,876
+12,218
4853
$299K ﹤0.01%
4,335
+27
4854
$298K ﹤0.01%
7,200
4855
$298K ﹤0.01%
2,393
+1,500
4856
$297K ﹤0.01%
25,325
+5,391
4857
$295K ﹤0.01%
324,351
+36
4858
$295K ﹤0.01%
25,011
-12,643
4859
$295K ﹤0.01%
5,109
+49
4860
$295K ﹤0.01%
463,854
+461,833
4861
$294K ﹤0.01%
17,672
-6,159
4862
$294K ﹤0.01%
4,324
+319
4863
$294K ﹤0.01%
84,685
+43,387
4864
$294K ﹤0.01%
7,304
-3,266
4865
$293K ﹤0.01%
10,555
-10,893
4866
$293K ﹤0.01%
7,532
+90
4867
$293K ﹤0.01%
2,569
+2,544
4868
$292K ﹤0.01%
29,909
-7,601
4869
$292K ﹤0.01%
16,846
+626
4870
$292K ﹤0.01%
15,482
+8,122
4871
$291K ﹤0.01%
3,207
-169
4872
$291K ﹤0.01%
34,710
-16,276
4873
$290K ﹤0.01%
16,459
+6,888
4874
$289K ﹤0.01%
5,941
-29
4875
$289K ﹤0.01%
36,616
-5,742