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
5526
$56.2K ﹤0.01%
27,699
-3,407
5527
$56.2K ﹤0.01%
1,750
5528
$55.8K ﹤0.01%
7,744
-4,447
5529
$55.8K ﹤0.01%
1,577
5530
$55.4K ﹤0.01%
+1,211
5531
$55.4K ﹤0.01%
26,001
+124
5532
$55.3K ﹤0.01%
4,991
-192
5533
$54.8K ﹤0.01%
49,390
+2
5534
$54.5K ﹤0.01%
2,254
5535
$54.3K ﹤0.01%
1,178
+2
5536
$54.2K ﹤0.01%
4,343
-3,165
5537
$53.8K ﹤0.01%
1,646
5538
$53.8K ﹤0.01%
2,066
+145
5539
$53.6K ﹤0.01%
24,377
+263
5540
$53.6K ﹤0.01%
33,283
-156,221
5541
$53.4K ﹤0.01%
93,694
-53,764
5542
$53K ﹤0.01%
2,606
+2,186
5543
$52.9K ﹤0.01%
48,564
-2,815
5544
$52.9K ﹤0.01%
700
5545
$52.9K ﹤0.01%
47,828
+1,447
5546
$52.8K ﹤0.01%
5,845
+2,095
5547
$52.7K ﹤0.01%
30,987
+22,557
5548
$52.4K ﹤0.01%
29,937
-23,904
5549
$52.2K ﹤0.01%
18,256
+1,142
5550
$52.2K ﹤0.01%
36,743
-23,822