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
5076
$190K ﹤0.01%
+4,987
5077
$190K ﹤0.01%
177,367
+2,502
5078
$190K ﹤0.01%
129,980
-31,332
5079
$190K ﹤0.01%
4,260
-336
5080
$190K ﹤0.01%
28,121
-3,513
5081
$190K ﹤0.01%
6,897
+6,762
5082
$189K ﹤0.01%
+7,451
5083
$189K ﹤0.01%
13,583
-8,507
5084
$188K ﹤0.01%
17,876
+11,737
5085
$186K ﹤0.01%
35,900
-2,706
5086
$186K ﹤0.01%
7,737
-29,771
5087
$186K ﹤0.01%
3,556
-829
5088
$186K ﹤0.01%
19,190
+2,251
5089
$186K ﹤0.01%
48,628
+21,403
5090
$185K ﹤0.01%
4,350
+4,130
5091
$185K ﹤0.01%
10,888
-17,024
5092
$184K ﹤0.01%
15,674
+7,228
5093
$183K ﹤0.01%
31,284
-20,002
5094
$183K ﹤0.01%
5,127
-3,217
5095
$183K ﹤0.01%
5,179
-2,618
5096
$183K ﹤0.01%
64,886
-434,180
5097
$183K ﹤0.01%
+9,000
5098
$182K ﹤0.01%
+3,032
5099
$182K ﹤0.01%
103,363
-73,870
5100
$182K ﹤0.01%
+7,384