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
4951
$246K ﹤0.01%
11,771
-2,833
4952
$245K ﹤0.01%
88,612
-165,641
4953
$245K ﹤0.01%
10,286
+6,990
4954
$244K ﹤0.01%
136,508
-10,295
4955
$244K ﹤0.01%
45,747
-46,031
4956
$244K ﹤0.01%
27,579
+23,775
4957
$244K ﹤0.01%
+10,613
4958
$244K ﹤0.01%
+10,832
4959
$243K ﹤0.01%
26,902
-8,819
4960
$242K ﹤0.01%
13,690
4961
$241K ﹤0.01%
6,611
+1,768
4962
$240K ﹤0.01%
48,580
-35,827
4963
$240K ﹤0.01%
18,410
-15,267
4964
$240K ﹤0.01%
1,051
+311
4965
$239K ﹤0.01%
188,509
-12,642
4966
$239K ﹤0.01%
38,809
-21,306
4967
$238K ﹤0.01%
207,000
+68,908
4968
$237K ﹤0.01%
30,393
-56
4969
$237K ﹤0.01%
12,055
-2,460
4970
$235K ﹤0.01%
170,350
+20,236
4971
$233K ﹤0.01%
350,881
-72,686
4972
$233K ﹤0.01%
9,984
-13,734
4973
$232K ﹤0.01%
20,350
-4,635
4974
$231K ﹤0.01%
61,060
+14,161
4975
$230K ﹤0.01%
50,424
+44,689