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
3176
$4.82M ﹤0.01%
770,500
-238,396
3177
$4.79M ﹤0.01%
565,189
-189,397
3178
$4.79M ﹤0.01%
147,540
-76,277
3179
$4.79M ﹤0.01%
178,988
+38,119
3180
$4.78M ﹤0.01%
563,559
+170,700
3181
$4.76M ﹤0.01%
15,354
+11,144
3182
$4.74M ﹤0.01%
550,625
+20,979
3183
$4.73M ﹤0.01%
318,358
-44,159
3184
$4.72M ﹤0.01%
207,655
+20,261
3185
$4.72M ﹤0.01%
313,065
+4,633
3186
$4.72M ﹤0.01%
112,374
+76,069
3187
$4.71M ﹤0.01%
86,192
-47,049
3188
$4.71M ﹤0.01%
250,656
+160,191
3189
$4.7M ﹤0.01%
182,819
-27,838
3190
$4.7M ﹤0.01%
1,130,517
+1,053,497
3191
$4.7M ﹤0.01%
93,764
+14,416
3192
$4.7M ﹤0.01%
417,367
+33,746
3193
$4.69M ﹤0.01%
472,289
+269,563
3194
$4.69M ﹤0.01%
461,851
+19,119
3195
$4.69M ﹤0.01%
217,124
+9,848
3196
$4.68M ﹤0.01%
635,966
+462,741
3197
$4.68M ﹤0.01%
103,659
-1
3198
$4.67M ﹤0.01%
97,702
-97,154
3199
$4.66M ﹤0.01%
651,943
+370,739
3200
$4.66M ﹤0.01%
453,775
-61,930