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
5351
$95.2K ﹤0.01%
36,195
-7,842
5352
$94.9K ﹤0.01%
38,120
-24,550
5353
$94.9K ﹤0.01%
10,206
-196,111
5354
$94.8K ﹤0.01%
99,803
-87,286
5355
$94.8K ﹤0.01%
1,044
+9
5356
$94.8K ﹤0.01%
3,145
-31,965
5357
$94.1K ﹤0.01%
8,929
+8,294
5358
$94K ﹤0.01%
5,413
-3,450
5359
$93.2K ﹤0.01%
22,346
-7,710
5360
$93.1K ﹤0.01%
30,729
-519
5361
$92.8K ﹤0.01%
23,785
-50,885
5362
$91.6K ﹤0.01%
7,334
-3,782
5363
$91.4K ﹤0.01%
+8,739
5364
$91.2K ﹤0.01%
10,516
-2,819
5365
$90.8K ﹤0.01%
1,512
-6,129
5366
$90.7K ﹤0.01%
6,945
-190
5367
$90.4K ﹤0.01%
10,737
5368
$90.2K ﹤0.01%
2,478
+2,450
5369
$90.2K ﹤0.01%
136,264
-210,653
5370
$89.9K ﹤0.01%
36,410
-161,425
5371
$89.9K ﹤0.01%
51,958
-30,486
5372
$89.6K ﹤0.01%
5,547
-4,418
5373
$89.6K ﹤0.01%
1,855
-96
5374
$89.4K ﹤0.01%
23,331
-12,266
5375
$89K ﹤0.01%
6,584
+5,984