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
5026
$210K ﹤0.01%
56,187
-34,564
5027
$209K ﹤0.01%
7,306
+4,794
5028
$209K ﹤0.01%
8,152
-2,372
5029
$208K ﹤0.01%
13,390
+9,890
5030
$208K ﹤0.01%
13,622
-6,668
5031
$208K ﹤0.01%
147,264
+2
5032
$207K ﹤0.01%
28,090
+12,031
5033
$206K ﹤0.01%
307,019
-12,476
5034
$205K ﹤0.01%
6,599
-1,011
5035
$204K ﹤0.01%
11,052
-6,626
5036
$204K ﹤0.01%
5,870
-637
5037
$204K ﹤0.01%
7,507
-1,505
5038
$203K ﹤0.01%
27,849
-9,357
5039
$203K ﹤0.01%
7,402
+6,620
5040
$203K ﹤0.01%
5,149
+2,941
5041
$203K ﹤0.01%
39,194
-12,252
5042
$202K ﹤0.01%
96,252
-25,237
5043
$202K ﹤0.01%
41,814
-10,139
5044
$202K ﹤0.01%
7,128
-4,237
5045
$201K ﹤0.01%
13,149
-4,120
5046
$201K ﹤0.01%
21,790
5047
$200K ﹤0.01%
18,071
+1,386
5048
$200K ﹤0.01%
3,487
-1,682
5049
$200K ﹤0.01%
64,322
-13,321
5050
$200K ﹤0.01%
8,918
-6,697