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
5126
$171K ﹤0.01%
17,900
-9,605
5127
$171K ﹤0.01%
3,681
-502
5128
$170K ﹤0.01%
3,508
5129
$170K ﹤0.01%
150,125
+17,974
5130
$169K ﹤0.01%
30,868
-9,214
5131
$168K ﹤0.01%
322,669
+8,545
5132
$168K ﹤0.01%
32,699
-16,345
5133
$168K ﹤0.01%
14,990
+110
5134
$167K ﹤0.01%
+2,250
5135
$167K ﹤0.01%
168,046
+6,699
5136
$166K ﹤0.01%
61,561
-14,744
5137
$165K ﹤0.01%
49,699
-6,184
5138
$165K ﹤0.01%
12,861
+4,167
5139
$164K ﹤0.01%
13,549
-3,086
5140
$164K ﹤0.01%
1,665
-383
5141
$164K ﹤0.01%
5,888
-7,702
5142
$164K ﹤0.01%
8,446
-2,004
5143
$163K ﹤0.01%
30,846
-1,096
5144
$163K ﹤0.01%
6,228
-28,507
5145
$163K ﹤0.01%
6,903
+402
5146
$162K ﹤0.01%
104,804
+100,621
5147
$162K ﹤0.01%
121,151
-20,853
5148
$162K ﹤0.01%
246,431
-1,125
5149
$162K ﹤0.01%
56,135
-35,731
5150
$161K ﹤0.01%
12,440
+1,340