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
2601
$10.4M ﹤0.01%
720,148
+202,129
2602
$10.4M ﹤0.01%
913,431
+562,648
2603
$10.4M ﹤0.01%
304,039
+10,037
2604
$10.4M ﹤0.01%
985,579
-1,585,971
2605
$10.4M ﹤0.01%
255,581
+20,664
2606
$10.3M ﹤0.01%
309,664
+180,531
2607
$10.3M ﹤0.01%
932,947
+573,776
2608
$10.3M ﹤0.01%
592,884
+231,933
2609
$10.3M ﹤0.01%
609,865
+73,937
2610
$10.3M ﹤0.01%
195,474
+13,109
2611
$10.3M ﹤0.01%
456,235
-93,071
2612
$10.3M ﹤0.01%
840,579
-2,360
2613
$10.3M ﹤0.01%
1,939,718
+44,364
2614
$10.3M ﹤0.01%
186,521
+16,082
2615
$10.3M ﹤0.01%
117,472
+26,985
2616
$10.2M ﹤0.01%
410,576
-27,232
2617
$10.2M ﹤0.01%
331,643
-8,970
2618
$10.2M ﹤0.01%
304,926
+69,645
2619
$10.2M ﹤0.01%
929,453
-168,242
2620
$10.2M ﹤0.01%
2,271,874
+276,266
2621
$10.2M ﹤0.01%
383,864
-68,028
2622
$10.2M ﹤0.01%
798,200
+222,226
2623
$10.1M ﹤0.01%
1,910,525
-1,239,370
2624
$10.1M ﹤0.01%
132,575
+2,554
2625
$10.1M ﹤0.01%
273,807
+48,454