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
5401
$85.3K ﹤0.01%
43,290
-10,135
5402
$84.9K ﹤0.01%
11,221
-3,500
5403
$84.9K ﹤0.01%
+3,111
5404
$84.8K ﹤0.01%
+1,216
5405
$84.7K ﹤0.01%
71,175
+5,562
5406
$84.6K ﹤0.01%
52,563
-26,204
5407
$84.6K ﹤0.01%
48,622
-8,053
5408
$84.2K ﹤0.01%
10,396
+209
5409
$83.9K ﹤0.01%
20,080
-107
5410
$83.7K ﹤0.01%
2,225
-1,025
5411
$83.6K ﹤0.01%
10,579
-10,996
5412
$83.2K ﹤0.01%
32,625
+2,429
5413
$82.8K ﹤0.01%
92,039
+2,187
5414
$82.7K ﹤0.01%
2,538
+40
5415
$82.4K ﹤0.01%
3,057
+1,092
5416
$82.3K ﹤0.01%
11,720
-946
5417
$81.6K ﹤0.01%
+3,332
5418
$81.6K ﹤0.01%
19,517
-21,743
5419
$81.1K ﹤0.01%
15,070
-8,624
5420
$80.7K ﹤0.01%
7,392
+322
5421
$79.8K ﹤0.01%
10,975
-3,814
5422
$79.7K ﹤0.01%
2,267
-11,766
5423
$79.5K ﹤0.01%
4,571
-300
5424
$79.4K ﹤0.01%
14,306
5425
$79.1K ﹤0.01%
120,777
-210,479