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
2551
$11.2M ﹤0.01%
836,213
-334,126
2552
$11.2M ﹤0.01%
686,907
+152,888
2553
$11.1M ﹤0.01%
335,539
+243,907
2554
$11.1M ﹤0.01%
222,736
-12,950
2555
$11.1M ﹤0.01%
284,438
+72,462
2556
$11.1M ﹤0.01%
283,528
+350
2557
$11.1M ﹤0.01%
282,772
+98,308
2558
$11.1M ﹤0.01%
1,992,380
+1,263,963
2559
$11.1M ﹤0.01%
466,350
+44,054
2560
$11.1M ﹤0.01%
518,830
+482,361
2561
$11.1M ﹤0.01%
775,113
-12,741
2562
$11M ﹤0.01%
588,558
+8,242
2563
$11M ﹤0.01%
1,393,927
+145,537
2564
$11M ﹤0.01%
862,643
+575,834
2565
$11M ﹤0.01%
490,193
+46,862
2566
$11M ﹤0.01%
746,872
+546,132
2567
$11M ﹤0.01%
255,080
-24,305
2568
$11M ﹤0.01%
470,873
+90,674
2569
$11M ﹤0.01%
320,873
+44,105
2570
$11M ﹤0.01%
440,764
+131,355
2571
$10.9M ﹤0.01%
1,471,553
+1,230,557
2572
$10.9M ﹤0.01%
59,229
+21,371
2573
$10.9M ﹤0.01%
143,406
+13,195
2574
$10.9M ﹤0.01%
1,098,824
+438,025
2575
$10.9M ﹤0.01%
524,226
+311,640