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
5101
$182K ﹤0.01%
206,985
-132,771
5102
$181K ﹤0.01%
60,661
-12,780
5103
$181K ﹤0.01%
9,463
-195,951
5104
$180K ﹤0.01%
163,830
+79,042
5105
$180K ﹤0.01%
17,203
-8,308
5106
$180K ﹤0.01%
6,000
+5,908
5107
$179K ﹤0.01%
8,555
+1,575
5108
$179K ﹤0.01%
17,848
+1,840
5109
$179K ﹤0.01%
36,739
-3,191
5110
$178K ﹤0.01%
40,100
+21,900
5111
$178K ﹤0.01%
5,012
-1,115
5112
$176K ﹤0.01%
+5,274
5113
$176K ﹤0.01%
5,445
-345
5114
$176K ﹤0.01%
25,562
-26,582
5115
$176K ﹤0.01%
7,614
+5
5116
$175K ﹤0.01%
32,522
-19,003
5117
$175K ﹤0.01%
116,820
-362,408
5118
$175K ﹤0.01%
23,436
-91,792
5119
$175K ﹤0.01%
158,934
+10,266
5120
$174K ﹤0.01%
+2,077
5121
$174K ﹤0.01%
4,111
+571
5122
$174K ﹤0.01%
6,432
5123
$173K ﹤0.01%
18,839
-8,390
5124
$173K ﹤0.01%
7,860
-4,188
5125
$172K ﹤0.01%
+7,155