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
2726
$8.91M ﹤0.01%
759,132
+87,491
2727
$8.9M ﹤0.01%
280,256
-7,982
2728
$8.87M ﹤0.01%
542,625
-714
2729
$8.86M ﹤0.01%
1,647,529
+348,827
2730
$8.83M ﹤0.01%
148,918
-7,384
2731
$8.83M ﹤0.01%
35,651
+9,404
2732
$8.81M ﹤0.01%
1,025,086
+1,019,689
2733
$8.79M ﹤0.01%
100,087
+65,272
2734
$8.79M ﹤0.01%
127,693
-4,526
2735
$8.78M ﹤0.01%
406,315
+165,127
2736
$8.78M ﹤0.01%
924,215
+565,691
2737
$8.77M ﹤0.01%
80,172
+1,571
2738
$8.77M ﹤0.01%
+350,000
2739
$8.76M ﹤0.01%
295,408
+105,831
2740
$8.75M ﹤0.01%
1,118,090
+1,035,051
2741
$8.75M ﹤0.01%
368,574
+148,298
2742
$8.74M ﹤0.01%
213,463
+37,780
2743
$8.74M ﹤0.01%
361,710
+159
2744
$8.73M ﹤0.01%
79,449
+5,847
2745
$8.73M ﹤0.01%
198,918
+11,216
2746
$8.72M ﹤0.01%
610,841
-441,074
2747
$8.72M ﹤0.01%
527,561
-62,613
2748
$8.71M ﹤0.01%
471,370
-2,593
2749
$8.7M ﹤0.01%
123,226
+28,174
2750
$8.67M ﹤0.01%
380,476
+89,904