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
5151
$161K ﹤0.01%
4,236
-2,861
5152
$161K ﹤0.01%
9,821
-5,747
5153
$161K ﹤0.01%
15,192
-16,689
5154
$159K ﹤0.01%
15,029
+1,869
5155
$159K ﹤0.01%
4,907
-4,659
5156
$158K ﹤0.01%
13,352
5157
$157K ﹤0.01%
6,498
-2,588
5158
$157K ﹤0.01%
145,028
-77,823
5159
$157K ﹤0.01%
4,328
-4,379
5160
$156K ﹤0.01%
7,075
5161
$156K ﹤0.01%
6,878
-1,970
5162
$156K ﹤0.01%
11,684
+1
5163
$155K ﹤0.01%
3,862
5164
$155K ﹤0.01%
15,872
-10,167
5165
$155K ﹤0.01%
19,131
-11,734
5166
$155K ﹤0.01%
17,986
+809
5167
$154K ﹤0.01%
13,066
+10,559
5168
$154K ﹤0.01%
6,374
-636
5169
$153K ﹤0.01%
30,046
5170
$152K ﹤0.01%
23,405
-10,477
5171
$151K ﹤0.01%
2,500
+1,366
5172
$150K ﹤0.01%
6,055
-2,705
5173
$150K ﹤0.01%
32,342
+4,933
5174
$150K ﹤0.01%
55,065
-54,840
5175
$150K ﹤0.01%
64,220
-17,550