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
2576
$10.9M ﹤0.01%
372,630
+18,099
2577
$10.8M ﹤0.01%
386,546
+107,215
2578
$10.8M ﹤0.01%
579,575
+284,827
2579
$10.8M ﹤0.01%
1,680,175
+1,422,604
2580
$10.8M ﹤0.01%
1,435,657
+535,819
2581
$10.7M ﹤0.01%
163,670
+15,563
2582
$10.7M ﹤0.01%
756,623
+271,048
2583
$10.7M ﹤0.01%
882,108
+679,388
2584
$10.6M ﹤0.01%
188,720
-25,994
2585
$10.6M ﹤0.01%
852,532
+51,925
2586
$10.6M ﹤0.01%
296,383
-337,074
2587
$10.6M ﹤0.01%
297,826
+71,897
2588
$10.6M ﹤0.01%
222,282
+45,025
2589
$10.6M ﹤0.01%
205,154
+47,956
2590
$10.6M ﹤0.01%
923,647
+299,256
2591
$10.6M ﹤0.01%
1,939,471
+1,549,317
2592
$10.6M ﹤0.01%
100,487
-6,952
2593
$10.5M ﹤0.01%
260,601
+194,337
2594
$10.5M ﹤0.01%
375,130
+1,798
2595
$10.5M ﹤0.01%
269,651
+48,854
2596
$10.5M ﹤0.01%
800,399
-38,265
2597
$10.5M ﹤0.01%
470,426
+414,211
2598
$10.5M ﹤0.01%
326,385
+143,690
2599
$10.5M ﹤0.01%
238,403
+148,821
2600
$10.5M ﹤0.01%
1,105,247
+487,124