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
226
$959M 0.08%
2,204,720
+878,855
227
$956M 0.08%
6,331,658
-385,562
228
$952M 0.08%
11,286,861
+1,484,507
229
$945M 0.08%
11,831,794
+149,547
230
$945M 0.08%
3,572,380
+65,161
231
$942M 0.08%
3,530,706
-555,637
232
$936M 0.08%
11,869,475
+4,546,361
233
$927M 0.07%
9,464,250
+3,501,429
234
$922M 0.07%
4,238,955
+229,114
235
$922M 0.07%
16,739,212
-2,441,365
236
$913M 0.07%
7,729,334
+928,470
237
$912M 0.07%
3,683,785
-468,347
238
$911M 0.07%
6,278,686
+236,267
239
$906M 0.07%
5,875,359
+505,026
240
$902M 0.07%
32,243,420
-17,387,364
241
$898M 0.07%
9,409,076
+15,465
242
$895M 0.07%
21,418,280
+5,560,908
243
$894M 0.07%
7,670,217
+1,604,509
244
$891M 0.07%
6,967,406
-522,021
245
$884M 0.07%
2,508,219
+130,863
246
$884M 0.07%
10,170,353
-524,863
247
$881M 0.07%
18,510,659
-675,641
248
$869M 0.07%
10,639,251
+928,376
249
$867M 0.07%
22,990,755
+518,793
250
$864M 0.07%
3,950,316
+508,299