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
5176
$149K ﹤0.01%
88,214
-63,123
5177
$149K ﹤0.01%
+73,639
5178
$149K ﹤0.01%
3,434
-2,318
5179
$148K ﹤0.01%
213,091
-47,239
5180
$148K ﹤0.01%
17,913
-2,411
5181
$148K ﹤0.01%
68,497
+52,680
5182
$148K ﹤0.01%
69,340
+18,160
5183
$147K ﹤0.01%
2,261
+100
5184
$147K ﹤0.01%
30,049
-18,758
5185
$146K ﹤0.01%
26,879
-15,067
5186
$146K ﹤0.01%
+10,077
5187
$145K ﹤0.01%
23,638
+13,018
5188
$145K ﹤0.01%
7,733
-4,490
5189
$145K ﹤0.01%
6,696
-2,431
5190
$144K ﹤0.01%
31,437
-1,799
5191
$144K ﹤0.01%
4,177
5192
$144K ﹤0.01%
11,363
-5,739
5193
$143K ﹤0.01%
+7,121
5194
$143K ﹤0.01%
4,236
-2,268
5195
$142K ﹤0.01%
8,779
-7,517
5196
$142K ﹤0.01%
4,506
+281
5197
$141K ﹤0.01%
+1,500
5198
$141K ﹤0.01%
58,323
-19,133
5199
$140K ﹤0.01%
3,885
-1,857
5200
$140K ﹤0.01%
3,023
+790