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
5276
$118K ﹤0.01%
41,616
+2
5277
$118K ﹤0.01%
2,504
+430
5278
$118K ﹤0.01%
29,791
-5,845
5279
$117K ﹤0.01%
3,057
-11
5280
$116K ﹤0.01%
3,989
-4,389
5281
$116K ﹤0.01%
23,980
-6,906
5282
$116K ﹤0.01%
6,900
-1,713
5283
$116K ﹤0.01%
4,595
+4,253
5284
$116K ﹤0.01%
3,600
5285
$115K ﹤0.01%
5,399
+3,093
5286
$115K ﹤0.01%
170,112
-113,572
5287
$114K ﹤0.01%
8,830
+3,276
5288
$113K ﹤0.01%
15,009
-100,071
5289
$113K ﹤0.01%
55,439
+51,515
5290
$113K ﹤0.01%
+2,227
5291
$113K ﹤0.01%
5,267
+458
5292
$112K ﹤0.01%
+3,000
5293
$112K ﹤0.01%
17,653
+16,458
5294
$112K ﹤0.01%
2,281
+735
5295
$111K ﹤0.01%
9,276
+8,271
5296
$111K ﹤0.01%
9,848
+8,937
5297
$111K ﹤0.01%
62,881
-18,546
5298
$111K ﹤0.01%
2,873
-407
5299
$110K ﹤0.01%
19,581
-34,826
5300
$110K ﹤0.01%
52,838
-21,376