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
5601
$43K ﹤0.01%
63,972
-47,503
5602
$42.6K ﹤0.01%
14,308
-5,637
5603
$42.6K ﹤0.01%
1,635
+1
5604
$42.3K ﹤0.01%
30,187
+13,700
5605
$41.9K ﹤0.01%
1,069
+153
5606
$41.7K ﹤0.01%
8,162
-4,929
5607
$41.7K ﹤0.01%
41,286
-32,274
5608
$41.7K ﹤0.01%
12,864
-7,024
5609
$41.4K ﹤0.01%
5,908
-3,284
5610
$41.4K ﹤0.01%
38,290
-21,814
5611
$41.1K ﹤0.01%
17,962
+78
5612
$41.1K ﹤0.01%
7,000
-72,371
5613
$40.4K ﹤0.01%
1,751
5614
$40.4K ﹤0.01%
8,963
+5,388
5615
$40.3K ﹤0.01%
5,769
-3,363
5616
$40.2K ﹤0.01%
4,817
5617
$40K ﹤0.01%
1,931
-469
5618
$39.8K ﹤0.01%
3,638
-516
5619
$39.6K ﹤0.01%
4,545
+4,504
5620
$39.5K ﹤0.01%
40,323
-13,422
5621
$39.3K ﹤0.01%
2,347
+1,517
5622
$39.2K ﹤0.01%
28,830
+7,717
5623
$38.8K ﹤0.01%
1,762
-47
5624
$37.8K ﹤0.01%
34,706
-9,862
5625
$37.8K ﹤0.01%
1,745
+1,696