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
5551
$52.1K ﹤0.01%
+6,922
5552
$51.5K ﹤0.01%
29,619
-5,480
5553
$51.2K ﹤0.01%
5,362
-1,900
5554
$51.1K ﹤0.01%
3,700
-19
5555
$50.8K ﹤0.01%
1,511
5556
$50.6K ﹤0.01%
4,704
-3,411
5557
$50.6K ﹤0.01%
5,228
-11,012
5558
$50.5K ﹤0.01%
32,595
-14,003
5559
$50.5K ﹤0.01%
975
-407,538
5560
$50.4K ﹤0.01%
34,490
-18,006
5561
$50.3K ﹤0.01%
+1,000
5562
$49.9K ﹤0.01%
4,863
+4,665
5563
$49.9K ﹤0.01%
1,665
5564
$49.8K ﹤0.01%
+1,659,621
5565
$49.6K ﹤0.01%
491
-4,503
5566
$49.5K ﹤0.01%
121,641
-62,806
5567
$49.4K ﹤0.01%
7,905
+7,645
5568
$49.4K ﹤0.01%
54,291
-459,212
5569
$48.9K ﹤0.01%
+1,977
5570
$48.6K ﹤0.01%
2,019
5571
$48.6K ﹤0.01%
8,728
-7,175
5572
$48.1K ﹤0.01%
+1,997
5573
$47.8K ﹤0.01%
25,576
-9,960
5574
$47.6K ﹤0.01%
+4,327
5575
$47.6K ﹤0.01%
15,868
-13,073