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
4901
$276K ﹤0.01%
93,087
+10,748
4902
$274K ﹤0.01%
73,313
+8,525
4903
$274K ﹤0.01%
62,255
-10,894
4904
$274K ﹤0.01%
114,105
-97,606
4905
$274K ﹤0.01%
4,619
-1,896
4906
$272K ﹤0.01%
9,026
-2,808
4907
$272K ﹤0.01%
7,741
+2,742
4908
$272K ﹤0.01%
28,868
+16,332
4909
$270K ﹤0.01%
45,850
+42,453
4910
$269K ﹤0.01%
10,754
-6,387
4911
$268K ﹤0.01%
184,661
-47,269
4912
$268K ﹤0.01%
10,311
+4,616
4913
$267K ﹤0.01%
48,317
-56,085
4914
$267K ﹤0.01%
34,411
4915
$267K ﹤0.01%
13,246
-8,965
4916
$266K ﹤0.01%
193,109
-20,087
4917
$265K ﹤0.01%
5,845
+2,348
4918
$265K ﹤0.01%
11,091
-10,282
4919
$265K ﹤0.01%
110,281
-1,233,796
4920
$265K ﹤0.01%
33,400
+21,066
4921
$264K ﹤0.01%
14,547
-16,693
4922
$264K ﹤0.01%
12,498
+56
4923
$264K ﹤0.01%
6,951
-3,375
4924
$264K ﹤0.01%
4,986
-304
4925
$264K ﹤0.01%
17,547
-5,176