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
5801
$15.4K ﹤0.01%
+3,000
5802
$15.2K ﹤0.01%
+652
5803
$14.9K ﹤0.01%
+1,030
5804
$14.8K ﹤0.01%
+800
5805
$14.8K ﹤0.01%
1,559
+1,551
5806
$14.7K ﹤0.01%
349
+327
5807
$14.7K ﹤0.01%
7,195
-3,477
5808
$14.6K ﹤0.01%
2,028
+1
5809
$14.6K ﹤0.01%
2,258
+4
5810
$14.4K ﹤0.01%
822
5811
$14.4K ﹤0.01%
500
5812
$14.3K ﹤0.01%
+300
5813
$14.3K ﹤0.01%
760
-770
5814
$14.2K ﹤0.01%
+378
5815
$14.1K ﹤0.01%
326
-109
5816
$13.9K ﹤0.01%
1,071
5817
$13.9K ﹤0.01%
381
+50
5818
$13.8K ﹤0.01%
3,423
-86,618
5819
$13.7K ﹤0.01%
24,287
-14,596
5820
$13.7K ﹤0.01%
28,873
-37,170
5821
$13.7K ﹤0.01%
+293
5822
$13.6K ﹤0.01%
1,388
-29,007
5823
$13.6K ﹤0.01%
405
5824
$13.5K ﹤0.01%
13,740
+1,990
5825
$13.5K ﹤0.01%
5,243
-2,268