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
4976
$230K ﹤0.01%
35,954
-2,886
4977
$230K ﹤0.01%
15,645
-122
4978
$229K ﹤0.01%
7,323
+4,699
4979
$229K ﹤0.01%
+4,919
4980
$229K ﹤0.01%
13,863
-4,886
4981
$229K ﹤0.01%
179,929
-36,756
4982
$228K ﹤0.01%
+7,678
4983
$228K ﹤0.01%
+6,698
4984
$227K ﹤0.01%
38,524
-18,856
4985
$227K ﹤0.01%
123,381
-448,091
4986
$227K ﹤0.01%
11,197
-2,273
4987
$226K ﹤0.01%
64,893
4988
$226K ﹤0.01%
1,147,013
-1,715,317
4989
$226K ﹤0.01%
22,158
+1,474
4990
$226K ﹤0.01%
84,154
+71,264
4991
$225K ﹤0.01%
112,926
-317,687
4992
$224K ﹤0.01%
13,425
-733
4993
$224K ﹤0.01%
51,222
+7,646
4994
$223K ﹤0.01%
169,706
+21,745
4995
$223K ﹤0.01%
75,356
-29,589
4996
$222K ﹤0.01%
59,315
+26,222
4997
$222K ﹤0.01%
68,257
-46,815
4998
$222K ﹤0.01%
+3,469
4999
$222K ﹤0.01%
14,200
5000
$221K ﹤0.01%
+8,886