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
5701
$25.6K ﹤0.01%
6,546
5702
$25.5K ﹤0.01%
29,652
-19,767
5703
$25.3K ﹤0.01%
+4,625
5704
$25.2K ﹤0.01%
4,983
5705
$25K ﹤0.01%
8,240
+6
5706
$24.9K ﹤0.01%
8,296
-2,521
5707
$24.8K ﹤0.01%
4,745
-3,950
5708
$24.8K ﹤0.01%
886
-439
5709
$24.5K ﹤0.01%
8,757
+2,024
5710
$24.5K ﹤0.01%
10,413
+3
5711
$24.4K ﹤0.01%
+1,105
5712
$24.3K ﹤0.01%
2,131
-2,042
5713
$24.2K ﹤0.01%
24,190
-15,487
5714
$24.2K ﹤0.01%
8,567
-17,588
5715
$23.9K ﹤0.01%
10,868
-6,698
5716
$23.8K ﹤0.01%
7,012
-88,130
5717
$23.8K ﹤0.01%
14,939
+8,213
5718
$23.7K ﹤0.01%
39,237
-26,986
5719
$23.6K ﹤0.01%
449
-703
5720
$23.6K ﹤0.01%
3,370
-2,590
5721
$23.5K ﹤0.01%
497
5722
$23.4K ﹤0.01%
8,393
+8,373
5723
$23.3K ﹤0.01%
21,568
5724
$23.3K ﹤0.01%
11,644
-6,901
5725
$23.2K ﹤0.01%
4,596
+4