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
5301
$108K ﹤0.01%
6,987
+703
5302
$108K ﹤0.01%
50,376
-2,814
5303
$108K ﹤0.01%
12,575
-25,583
5304
$108K ﹤0.01%
44,119
-11,666
5305
$108K ﹤0.01%
+18,088
5306
$108K ﹤0.01%
20,188
+1,114
5307
$108K ﹤0.01%
21,109
+3,858
5308
$107K ﹤0.01%
25,663
-12,832
5309
$107K ﹤0.01%
7,661
-4,769
5310
$107K ﹤0.01%
2,805
+2,685
5311
$107K ﹤0.01%
10,106
-6,302
5312
$107K ﹤0.01%
32,152
-14,972
5313
$106K ﹤0.01%
88,495
-23,376
5314
$106K ﹤0.01%
3,127
+1,627
5315
$106K ﹤0.01%
88,836
+29,915
5316
$106K ﹤0.01%
+4,580
5317
$105K ﹤0.01%
4,752
+522
5318
$105K ﹤0.01%
44,018
-25,743
5319
$105K ﹤0.01%
15,437
-7,007
5320
$105K ﹤0.01%
5,240
+287
5321
$103K ﹤0.01%
18,875
-9,540
5322
$103K ﹤0.01%
8,817
-5,747
5323
$103K ﹤0.01%
5,104
+3,004
5324
$103K ﹤0.01%
5,760
+5,745
5325
$102K ﹤0.01%
+3,331