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
5626
$37.6K ﹤0.01%
4,875
-2,062
5627
$37.6K ﹤0.01%
6,386
+8
5628
$37.2K ﹤0.01%
9,630
+2,084
5629
$37.1K ﹤0.01%
28,794
-12,428
5630
$36.8K ﹤0.01%
+679
5631
$36.7K ﹤0.01%
16,295
-9,447
5632
$36.4K ﹤0.01%
2,440
5633
$35.7K ﹤0.01%
834
-5,966
5634
$35.6K ﹤0.01%
15,975
-1,166
5635
$35.4K ﹤0.01%
1,000
-1,300
5636
$35.1K ﹤0.01%
+994
5637
$35K ﹤0.01%
+2,668
5638
$34.9K ﹤0.01%
+3,300
5639
$34.9K ﹤0.01%
42,500
+40,000
5640
$34.8K ﹤0.01%
4,859
-35
5641
$34.7K ﹤0.01%
+4,620
5642
$34.5K ﹤0.01%
+1,025
5643
$34K ﹤0.01%
3,367
+1
5644
$33.8K ﹤0.01%
20,124
-13,190
5645
$33.8K ﹤0.01%
4,526
+3,094
5646
$33.8K ﹤0.01%
873
-376
5647
$33.7K ﹤0.01%
7,013
+53
5648
$33.7K ﹤0.01%
264
+71
5649
$33.5K ﹤0.01%
3,665
-1,595
5650
$33.4K ﹤0.01%
17,326
-4,462