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
2651
$9.73M ﹤0.01%
419,370
+26,714
2652
$9.71M ﹤0.01%
218,962
+150,123
2653
$9.71M ﹤0.01%
50,614
+118
2654
$9.71M ﹤0.01%
145,190
+31,523
2655
$9.7M ﹤0.01%
371,915
+239,900
2656
$9.7M ﹤0.01%
1,629,877
+74,717
2657
$9.69M ﹤0.01%
325,413
+33,571
2658
$9.69M ﹤0.01%
144,398
+59,087
2659
$9.69M ﹤0.01%
233,180
+42,165
2660
$9.68M ﹤0.01%
469,467
+39,299
2661
$9.66M ﹤0.01%
435,538
-159,190
2662
$9.65M ﹤0.01%
1,048,287
+700,970
2663
$9.65M ﹤0.01%
1,015,732
+349,351
2664
$9.63M ﹤0.01%
149,302
+98,589
2665
$9.62M ﹤0.01%
953,600
-181,116
2666
$9.62M ﹤0.01%
86,319
-8,708
2667
$9.6M ﹤0.01%
825,590
+108,487
2668
$9.6M ﹤0.01%
726,426
+76,584
2669
$9.59M ﹤0.01%
672,522
+369,080
2670
$9.58M ﹤0.01%
474,218
+189,025
2671
$9.58M ﹤0.01%
42,432
+1,924
2672
$9.55M ﹤0.01%
1,054,975
+122,340
2673
$9.53M ﹤0.01%
233,102
+141,443
2674
$9.53M ﹤0.01%
133,162
-1,541,998
2675
$9.51M ﹤0.01%
1,842,648
-151,712