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
2826
$7.83M ﹤0.01%
747,589
-41,571
2827
$7.81M ﹤0.01%
679,102
-3,328,520
2828
$7.79M ﹤0.01%
90,341
+41,150
2829
$7.78M ﹤0.01%
108,164
+75,921
2830
$7.78M ﹤0.01%
130,578
-17,497
2831
$7.77M ﹤0.01%
3,788,246
+2,553,871
2832
$7.76M ﹤0.01%
402,353
+343,109
2833
$7.76M ﹤0.01%
969,573
+602,204
2834
$7.76M ﹤0.01%
166,353
-229,719
2835
$7.72M ﹤0.01%
1,375,943
+1,010,009
2836
$7.7M ﹤0.01%
130,135
+48,443
2837
$7.69M ﹤0.01%
120,040
+65,054
2838
$7.69M ﹤0.01%
200,883
+72,346
2839
$7.69M ﹤0.01%
636,761
+377,549
2840
$7.68M ﹤0.01%
139,678
-7,114
2841
$7.68M ﹤0.01%
1,768,922
+1,564,894
2842
$7.65M ﹤0.01%
184,100
+20,677
2843
$7.64M ﹤0.01%
214,247
-13,809
2844
$7.63M ﹤0.01%
217,665
+19,249
2845
$7.62M ﹤0.01%
109,269
+22,764
2846
$7.62M ﹤0.01%
653,384
+552,364
2847
$7.62M ﹤0.01%
208,316
+124,824
2848
$7.61M ﹤0.01%
879,852
+853,166
2849
$7.61M ﹤0.01%
73,061
+16,747
2850
$7.59M ﹤0.01%
2,013,473
-2,555,546