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
2926
$6.8M ﹤0.01%
106,598
+28,898
2927
$6.8M ﹤0.01%
1,284,962
+402,098
2928
$6.8M ﹤0.01%
112,372
-26,859
2929
$6.79M ﹤0.01%
280,871
+125,328
2930
$6.76M ﹤0.01%
109,534
-917
2931
$6.76M ﹤0.01%
36,438
+18,702
2932
$6.76M ﹤0.01%
329,038
+59,590
2933
$6.75M ﹤0.01%
673,042
+266,602
2934
$6.75M ﹤0.01%
550,974
-68,671
2935
$6.74M ﹤0.01%
288,875
+213,724
2936
$6.73M ﹤0.01%
265,538
+58,190
2937
$6.72M ﹤0.01%
945,583
+305,887
2938
$6.72M ﹤0.01%
427,090
+241,070
2939
$6.72M ﹤0.01%
251,152
+5,158
2940
$6.7M ﹤0.01%
245,884
-4,513
2941
$6.7M ﹤0.01%
288,514
+61,879
2942
$6.69M ﹤0.01%
173,117
+25,164
2943
$6.69M ﹤0.01%
71,918
-6,025
2944
$6.69M ﹤0.01%
89,991
-563
2945
$6.65M ﹤0.01%
218,896
+8,994
2946
$6.64M ﹤0.01%
261,617
+240,445
2947
$6.63M ﹤0.01%
89,513
-30,481
2948
$6.61M ﹤0.01%
112,816
+34,631
2949
$6.61M ﹤0.01%
1,084,956
+898,220
2950
$6.6M ﹤0.01%
414,125
+2,849