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
3151
$4.98M ﹤0.01%
100,000
3152
$4.98M ﹤0.01%
186,658
-26,495
3153
$4.97M ﹤0.01%
309,626
+17,112
3154
$4.97M ﹤0.01%
57,511
-1,148
3155
$4.97M ﹤0.01%
202,547
+147,079
3156
$4.96M ﹤0.01%
95,881
+1,155
3157
$4.95M ﹤0.01%
+365,777
3158
$4.94M ﹤0.01%
206,224
+44,081
3159
$4.94M ﹤0.01%
129,939
-7,845
3160
$4.93M ﹤0.01%
415,186
+264,251
3161
$4.93M ﹤0.01%
+100,000
3162
$4.93M ﹤0.01%
107,698
+16,611
3163
$4.93M ﹤0.01%
69,736
+28,997
3164
$4.93M ﹤0.01%
624,433
-258,186
3165
$4.92M ﹤0.01%
119,455
+2,471
3166
$4.91M ﹤0.01%
258,648
-12,401
3167
$4.9M ﹤0.01%
180,109
-67,816
3168
$4.9M ﹤0.01%
63,575
-832
3169
$4.89M ﹤0.01%
82,541
+44,599
3170
$4.88M ﹤0.01%
944,230
+804,216
3171
$4.87M ﹤0.01%
170,746
-30,052
3172
$4.87M ﹤0.01%
132,182
+42,622
3173
$4.86M ﹤0.01%
2,142,054
+132,864
3174
$4.85M ﹤0.01%
217,312
+29,001
3175
$4.84M ﹤0.01%
376,340
-33,268