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
3126
$5.15M ﹤0.01%
56,813
+21,454
3127
$5.15M ﹤0.01%
63,093
+28,722
3128
$5.14M ﹤0.01%
157,057
-428,581
3129
$5.14M ﹤0.01%
482,691
+449,184
3130
$5.14M ﹤0.01%
245,833
+186,039
3131
$5.14M ﹤0.01%
456,889
-10,218
3132
$5.13M ﹤0.01%
600,609
+67,997
3133
$5.09M ﹤0.01%
145,545
+113,551
3134
$5.08M ﹤0.01%
101,154
+52,625
3135
$5.08M ﹤0.01%
326,714
+114,057
3136
$5.06M ﹤0.01%
198,113
-30,055
3137
$5.05M ﹤0.01%
114,320
+102,778
3138
$5.05M ﹤0.01%
300,685
-10,921
3139
$5.04M ﹤0.01%
142,388
+14,879
3140
$5.04M ﹤0.01%
82,093
+13,638
3141
$5.03M ﹤0.01%
666,578
+593,955
3142
$5.03M ﹤0.01%
239,341
+22,673
3143
$5M ﹤0.01%
622,466
+393,029
3144
$5M ﹤0.01%
127,600
-19,105
3145
$5M ﹤0.01%
339,872
-133,515
3146
$5M ﹤0.01%
284,693
+71,973
3147
$5M ﹤0.01%
108,248
-13,215
3148
$4.99M ﹤0.01%
177,351
+66,717
3149
$4.98M ﹤0.01%
215,058
+40,023
3150
$4.98M ﹤0.01%
1,688,654
+1,055,583