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
5776
$18.1K ﹤0.01%
14,808
-23,550
5777
$18.1K ﹤0.01%
1,769
-358
5778
$18K ﹤0.01%
750
-750
5779
$17.8K ﹤0.01%
5,470
-9,573
5780
$17.7K ﹤0.01%
700
5781
$17.6K ﹤0.01%
2,100
-3,038
5782
$17.6K ﹤0.01%
+1,510
5783
$17.5K ﹤0.01%
444
-16
5784
$17.5K ﹤0.01%
1,777
+885
5785
$17.3K ﹤0.01%
3,230
-2,457
5786
$17.2K ﹤0.01%
9,023
+4
5787
$17.2K ﹤0.01%
747
+20
5788
$16.6K ﹤0.01%
605
5789
$16.6K ﹤0.01%
13,831
-8,864
5790
$16.6K ﹤0.01%
4,504
5791
$16.4K ﹤0.01%
23,236
-3,637
5792
$16.3K ﹤0.01%
308
5793
$16.3K ﹤0.01%
2,266
5794
$16.2K ﹤0.01%
1,656
+41
5795
$15.9K ﹤0.01%
9,587
-3,210
5796
$15.8K ﹤0.01%
1,250
+103
5797
$15.8K ﹤0.01%
6,660
-3,289
5798
$15.6K ﹤0.01%
4,341
-1,748
5799
$15.5K ﹤0.01%
20,541
-16,822
5800
$15.5K ﹤0.01%
+308