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
5951
$5.84K ﹤0.01%
+100
5952
$5.8K ﹤0.01%
5,133
-2,535
5953
$5.79K ﹤0.01%
185
+90
5954
$5.78K ﹤0.01%
140
5955
$5.75K ﹤0.01%
2,147
+12
5956
$5.72K ﹤0.01%
8,747
+9
5957
$5.71K ﹤0.01%
1,099
+3
5958
$5.55K ﹤0.01%
463
-92
5959
$5.48K ﹤0.01%
1,054
-18,191
5960
$5.47K ﹤0.01%
819
-34,751
5961
$5.46K ﹤0.01%
946
-33,318
5962
$5.38K ﹤0.01%
197
+17
5963
$5.38K ﹤0.01%
10,561
+1,652
5964
$5.32K ﹤0.01%
355
+344
5965
$5.24K ﹤0.01%
1,833
-43,567
5966
$5.18K ﹤0.01%
829
+818
5967
$5.12K ﹤0.01%
767
-389
5968
$5.12K ﹤0.01%
509
-3,071
5969
$5.07K ﹤0.01%
466
+10
5970
$5.04K ﹤0.01%
1,014
-29,612
5971
$4.97K ﹤0.01%
419
-23,998
5972
$4.86K ﹤0.01%
+100
5973
$4.84K ﹤0.01%
2,816
-148,475
5974
$4.76K ﹤0.01%
136
+130
5975
$4.7K ﹤0.01%
2,511
-377