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
2951
$6.6M ﹤0.01%
79,850
-9,219
2952
$6.59M ﹤0.01%
80,667
-225
2953
$6.55M ﹤0.01%
237,636
-190,423
2954
$6.55M ﹤0.01%
245,906
+200,664
2955
$6.54M ﹤0.01%
283,889
+179,093
2956
$6.53M ﹤0.01%
261,264
-491
2957
$6.5M ﹤0.01%
631,398
+282,835
2958
$6.49M ﹤0.01%
380,573
+377,495
2959
$6.48M ﹤0.01%
202,400
+59,069
2960
$6.48M ﹤0.01%
260,930
+123,733
2961
$6.47M ﹤0.01%
535,663
+12,973
2962
$6.46M ﹤0.01%
621,303
+76,465
2963
$6.45M ﹤0.01%
54,105
+8,833
2964
$6.44M ﹤0.01%
452,114
+10,876
2965
$6.42M ﹤0.01%
1,071,258
+1,032,191
2966
$6.41M ﹤0.01%
126,283
-139,939
2967
$6.4M ﹤0.01%
+129,587
2968
$6.39M ﹤0.01%
189,139
+11,795
2969
$6.39M ﹤0.01%
630,560
-40,638
2970
$6.39M ﹤0.01%
160,643
+21,126
2971
$6.39M ﹤0.01%
40,434
-1,169
2972
$6.39M ﹤0.01%
295,217
+77,583
2973
$6.38M ﹤0.01%
136,429
+11,474
2974
$6.38M ﹤0.01%
216,381
+35,730
2975
$6.37M ﹤0.01%
424,675
+303,204