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
2676
$9.49M ﹤0.01%
179,687
+4,535
2677
$9.46M ﹤0.01%
238,889
+17,632
2678
$9.45M ﹤0.01%
410,514
-4,424
2679
$9.44M ﹤0.01%
868,893
+84,835
2680
$9.44M ﹤0.01%
1,795,194
+1,144,502
2681
$9.43M ﹤0.01%
597,858
+7,991
2682
$9.43M ﹤0.01%
449,547
+10,036
2683
$9.41M ﹤0.01%
140,549
+45,389
2684
$9.41M ﹤0.01%
1,321,470
+3,126
2685
$9.4M ﹤0.01%
396,506
+206,977
2686
$9.39M ﹤0.01%
1,650,149
+595,576
2687
$9.38M ﹤0.01%
1,709,409
+717,752
2688
$9.38M ﹤0.01%
154,661
+20,488
2689
$9.36M ﹤0.01%
77,152
-16,087
2690
$9.35M ﹤0.01%
1,472,751
+387,077
2691
$9.34M ﹤0.01%
1,327,417
+1,016,594
2692
$9.31M ﹤0.01%
507,902
+206,394
2693
$9.29M ﹤0.01%
17,879
+9,315
2694
$9.27M ﹤0.01%
609,898
+173,434
2695
$9.27M ﹤0.01%
615,034
+38,598
2696
$9.23M ﹤0.01%
101,740
+32,268
2697
$9.23M ﹤0.01%
158,973
-92,589
2698
$9.22M ﹤0.01%
181,828
-1,371
2699
$9.21M ﹤0.01%
5,174,029
-36,856
2700
$9.2M ﹤0.01%
536,978
+188,344