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
3001
$6.09M ﹤0.01%
58,595
+1,510
3002
$6.09M ﹤0.01%
447,757
+177,424
3003
$6.08M ﹤0.01%
109,701
-111,765
3004
$6.08M ﹤0.01%
164,394
+132,893
3005
$6.08M ﹤0.01%
308,064
+139,887
3006
$6.07M ﹤0.01%
78,873
+45,491
3007
$6.06M ﹤0.01%
689,907
+73,760
3008
$6.06M ﹤0.01%
304,162
+50,616
3009
$6.05M ﹤0.01%
531,962
-254,236
3010
$6.05M ﹤0.01%
87,076
+7,031
3011
$6.04M ﹤0.01%
228,110
+208,744
3012
$6.02M ﹤0.01%
314,453
-67,101
3013
$6.01M ﹤0.01%
522,423
-229,775
3014
$6M ﹤0.01%
102,969
+13,914
3015
$5.99M ﹤0.01%
113,443
+3,779
3016
$5.99M ﹤0.01%
242,800
+205,707
3017
$5.99M ﹤0.01%
75,285
-4,959
3018
$5.97M ﹤0.01%
623,453
-166,540
3019
$5.95M ﹤0.01%
213,040
-32,693
3020
$5.95M ﹤0.01%
839,546
+571,669
3021
$5.95M ﹤0.01%
255,838
-2,431
3022
$5.94M ﹤0.01%
158,346
-4,493
3023
$5.93M ﹤0.01%
165,240
+152,209
3024
$5.92M ﹤0.01%
327,842
-1,358,307
3025
$5.92M ﹤0.01%
111,752
+7,264