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
5451
$74.9K ﹤0.01%
2,438
5452
$74.8K ﹤0.01%
7,461
+883
5453
$74.7K ﹤0.01%
2,744
-1,905
5454
$74.4K ﹤0.01%
1,033
-615
5455
$74.2K ﹤0.01%
37,486
+37,162
5456
$73.8K ﹤0.01%
7,290
-1,208
5457
$73.8K ﹤0.01%
8,439
+3,912
5458
$73.6K ﹤0.01%
30,275
-6,583
5459
$72.6K ﹤0.01%
160,973
+122,858
5460
$71.5K ﹤0.01%
11,379
-6,547
5461
$71.4K ﹤0.01%
46,060
-28,659
5462
$71.4K ﹤0.01%
31,586
-8,538
5463
$71.3K ﹤0.01%
4,515
-177
5464
$71.3K ﹤0.01%
4,389
-1,851
5465
$71.3K ﹤0.01%
4,312
-7,571
5466
$71K ﹤0.01%
5,384
+183
5467
$70.9K ﹤0.01%
109,101
+2,843
5468
$70.9K ﹤0.01%
1,223
-3,670
5469
$70.9K ﹤0.01%
4,223
-765
5470
$70.4K ﹤0.01%
3,021
-1,548
5471
$70.1K ﹤0.01%
873
+75
5472
$69.4K ﹤0.01%
81,609
-1,958
5473
$69.1K ﹤0.01%
2,300
-1,174
5474
$68.9K ﹤0.01%
59,909
+22
5475
$68.6K ﹤0.01%
4,980
-1,128