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
251
$850M 0.07%
42,397,630
+4,536,569
252
$849M 0.07%
1,774,821
+184,056
253
$847M 0.07%
3,658,566
+102,765
254
$839M 0.07%
9,125,702
+1,927,867
255
$835M 0.07%
13,555,480
+2,593,551
256
$829M 0.07%
20,880,714
+12,920,327
257
$825M 0.07%
53,455,169
+7,847,300
258
$818M 0.07%
13,028,901
+5,348,678
259
$814M 0.07%
17,151,331
-2,201,491
260
$811M 0.07%
8,508,109
+849,946
261
$804M 0.07%
15,717,339
+5,845,270
262
$804M 0.07%
17,562,157
+4,209,435
263
$801M 0.06%
11,020,961
+2,934,489
264
$800M 0.06%
11,208,321
+1,460,875
265
$799M 0.06%
19,088,951
-598,358
266
$796M 0.06%
3,002,947
+542,032
267
$790M 0.06%
2,345,173
+69,830
268
$789M 0.06%
3,181,152
+20,075
269
$787M 0.06%
7,541,143
-2,309,715
270
$787M 0.06%
15,633,504
+713,601
271
$783M 0.06%
12,331,031
+2,463,777
272
$783M 0.06%
13,374,130
+2,219,264
273
$782M 0.06%
9,915,100
-240,117
274
$775M 0.06%
3,016,378
-63,196
275
$775M 0.06%
5,277,401
+1,007,163