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
5726
$23.1K ﹤0.01%
15,294
-4,763
5727
$23K ﹤0.01%
6,126
-13,693
5728
$23K ﹤0.01%
50,000
5729
$23K ﹤0.01%
772
5730
$22.9K ﹤0.01%
19,924
-12,549
5731
$22.9K ﹤0.01%
8,259
+3,168
5732
$22.8K ﹤0.01%
20,934
+2,467
5733
$22.7K ﹤0.01%
+1,010
5734
$22.4K ﹤0.01%
2,250
+1,000
5735
$22.2K ﹤0.01%
330
-4,687
5736
$22.2K ﹤0.01%
1,860
+1,091
5737
$22K ﹤0.01%
355
5738
$21.9K ﹤0.01%
6,251
-5,838
5739
$21.8K ﹤0.01%
521
5740
$21.8K ﹤0.01%
217
5741
$21.8K ﹤0.01%
3,855
-6,408
5742
$21.7K ﹤0.01%
44,412
-123,003
5743
$21.3K ﹤0.01%
3,951
5744
$21.3K ﹤0.01%
19,566
+41
5745
$21.3K ﹤0.01%
6,307
+5
5746
$21.3K ﹤0.01%
4,311
-272,857
5747
$21.2K ﹤0.01%
5,240
-2,439
5748
$21.1K ﹤0.01%
+2,800
5749
$20.9K ﹤0.01%
1,104
-9,328
5750
$20.9K ﹤0.01%
19
-16