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
2901
$6.97M ﹤0.01%
284,827
+250,182
2902
$6.96M ﹤0.01%
214,821
-38,335
2903
$6.94M ﹤0.01%
309,663
+79,581
2904
$6.94M ﹤0.01%
293,812
+56,453
2905
$6.93M ﹤0.01%
520,851
+9,855
2906
$6.92M ﹤0.01%
300,382
-240,066
2907
$6.92M ﹤0.01%
106,226
-9,322
2908
$6.91M ﹤0.01%
219,438
+32,001
2909
$6.91M ﹤0.01%
942,288
+505,217
2910
$6.91M ﹤0.01%
1,444,874
-18,040
2911
$6.9M ﹤0.01%
4,158,882
+3,577,300
2912
$6.9M ﹤0.01%
315,572
+77,082
2913
$6.9M ﹤0.01%
296,841
+21,863
2914
$6.89M ﹤0.01%
427,075
+419,933
2915
$6.89M ﹤0.01%
279,474
-60,375
2916
$6.88M ﹤0.01%
1,086,872
+977,430
2917
$6.87M ﹤0.01%
128,374
+70,034
2918
$6.86M ﹤0.01%
310,690
+183,220
2919
$6.86M ﹤0.01%
169,489
-16,233
2920
$6.86M ﹤0.01%
360,508
+68,178
2921
$6.85M ﹤0.01%
42,327
-15,342
2922
$6.84M ﹤0.01%
469,634
+318,367
2923
$6.82M ﹤0.01%
1,117,606
+190,342
2924
$6.81M ﹤0.01%
60,819
+19,032
2925
$6.81M ﹤0.01%
191,971
+98,099