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
5226
$131K ﹤0.01%
76,041
-1,945
5227
$131K ﹤0.01%
21,245
-251
5228
$130K ﹤0.01%
16,650
+16,088
5229
$130K ﹤0.01%
5,879
-2,922
5230
$130K ﹤0.01%
15,231
-8,032
5231
$130K ﹤0.01%
+5,239
5232
$130K ﹤0.01%
9,717
+6,723
5233
$130K ﹤0.01%
+3,956
5234
$130K ﹤0.01%
7,403
-3,989
5235
$130K ﹤0.01%
4,190
-1,662
5236
$129K ﹤0.01%
5,703
-3,332
5237
$128K ﹤0.01%
3,160
-1,134
5238
$128K ﹤0.01%
12,723
-99
5239
$128K ﹤0.01%
26,224
-27,324
5240
$127K ﹤0.01%
12,913
-6,109
5241
$127K ﹤0.01%
36,585
-28,044
5242
$127K ﹤0.01%
17,153
-7,073
5243
$127K ﹤0.01%
27,455
+442
5244
$127K ﹤0.01%
1,818
5245
$126K ﹤0.01%
25,659
-4,249
5246
$126K ﹤0.01%
94,851
+13,067
5247
$126K ﹤0.01%
+3,890
5248
$126K ﹤0.01%
13,672
5249
$126K ﹤0.01%
137,131
+1,468
5250
$126K ﹤0.01%
10,334
-1,647