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
4926
$264K ﹤0.01%
+5,588
4927
$262K ﹤0.01%
9,853
-3,710
4928
$262K ﹤0.01%
20,989
-6,469
4929
$262K ﹤0.01%
15,415
-2,142
4930
$261K ﹤0.01%
10,015
+4,267
4931
$260K ﹤0.01%
49,753
-4,740
4932
$259K ﹤0.01%
97,513
4933
$259K ﹤0.01%
10,303
-3,182
4934
$259K ﹤0.01%
9,004
-2,071
4935
$259K ﹤0.01%
33,770
-23
4936
$258K ﹤0.01%
16,309
-8,431
4937
$258K ﹤0.01%
10,727
-4,747
4938
$257K ﹤0.01%
10,431
4939
$257K ﹤0.01%
167,669
-37,796
4940
$256K ﹤0.01%
+9,095
4941
$256K ﹤0.01%
6,583
-135,509
4942
$255K ﹤0.01%
+42,907
4943
$253K ﹤0.01%
+8,631
4944
$253K ﹤0.01%
45,740
+34,198
4945
$252K ﹤0.01%
3,960
-1,594
4946
$252K ﹤0.01%
13,387
+1,269
4947
$251K ﹤0.01%
40,323
+2
4948
$248K ﹤0.01%
12,042
-5,812
4949
$248K ﹤0.01%
140,700
+99,150
4950
$246K ﹤0.01%
32,236
+2,174