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
3101
$5.3M ﹤0.01%
412,872
+299,062
3102
$5.3M ﹤0.01%
46,441
+3,082
3103
$5.29M ﹤0.01%
206,076
+166,938
3104
$5.29M ﹤0.01%
878,922
+24,000
3105
$5.29M ﹤0.01%
326,961
+89,392
3106
$5.27M ﹤0.01%
873,934
-665,564
3107
$5.26M ﹤0.01%
68,227
+40
3108
$5.25M ﹤0.01%
269,288
+220,014
3109
$5.25M ﹤0.01%
4,251
+238
3110
$5.24M ﹤0.01%
256,591
-5,016
3111
$5.24M ﹤0.01%
176,799
+19,888
3112
$5.23M ﹤0.01%
21,910
+12,053
3113
$5.23M ﹤0.01%
649,183
+186,919
3114
$5.23M ﹤0.01%
842,504
+446,401
3115
$5.23M ﹤0.01%
444,412
+172,044
3116
$5.22M ﹤0.01%
123,094
+51,818
3117
$5.22M ﹤0.01%
517,629
+209,791
3118
$5.21M ﹤0.01%
302,574
-52,666
3119
$5.21M ﹤0.01%
234,393
+115,368
3120
$5.21M ﹤0.01%
462,152
+296,356
3121
$5.19M ﹤0.01%
411,442
+219
3122
$5.19M ﹤0.01%
962,566
-79,922
3123
$5.18M ﹤0.01%
192,474
-12,721
3124
$5.17M ﹤0.01%
66,270
+21,942
3125
$5.15M ﹤0.01%
444,256
+1,803