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
2801
$8.07M ﹤0.01%
173,338
+132,437
2802
$8.07M ﹤0.01%
471,961
+130,426
2803
$8.06M ﹤0.01%
212,397
-1,222
2804
$8.05M ﹤0.01%
514,951
-21,507
2805
$8.04M ﹤0.01%
217,493
+46,654
2806
$8.03M ﹤0.01%
53,830
+16,967
2807
$8.02M ﹤0.01%
226,635
+59,878
2808
$8.01M ﹤0.01%
1,036,740
+645,529
2809
$8.01M ﹤0.01%
+272,507
2810
$8.01M ﹤0.01%
256,895
+30,415
2811
$8M ﹤0.01%
304,902
+75,273
2812
$8M ﹤0.01%
100,327
+37,792
2813
$7.99M ﹤0.01%
67,307
-1,167
2814
$7.96M ﹤0.01%
52,583
+4,861
2815
$7.96M ﹤0.01%
208,196
+33,006
2816
$7.93M ﹤0.01%
366,827
-309,684
2817
$7.9M ﹤0.01%
187,812
+9,326
2818
$7.89M ﹤0.01%
157,617
+97,951
2819
$7.89M ﹤0.01%
1,259,844
-312,427
2820
$7.86M ﹤0.01%
150,467
+6,842
2821
$7.85M ﹤0.01%
171,985
+80,650
2822
$7.84M ﹤0.01%
683,867
+168,616
2823
$7.84M ﹤0.01%
556,507
+73,540
2824
$7.84M ﹤0.01%
489,410
+14,883
2825
$7.84M ﹤0.01%
501,606
-36,120