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
3201
$4.66M ﹤0.01%
91,657
+51,334
3202
$4.64M ﹤0.01%
271,642
+122,641
3203
$4.64M ﹤0.01%
629,204
-4,644
3204
$4.63M ﹤0.01%
28,700
+5,095
3205
$4.62M ﹤0.01%
604,903
+204,624
3206
$4.61M ﹤0.01%
229,607
+11,784
3207
$4.61M ﹤0.01%
123,129
-7,508
3208
$4.6M ﹤0.01%
+137,583
3209
$4.59M ﹤0.01%
105,079
-6,260
3210
$4.58M ﹤0.01%
336,374
+267,591
3211
$4.58M ﹤0.01%
356,472
+1,002
3212
$4.58M ﹤0.01%
51,858
+30,819
3213
$4.58M ﹤0.01%
17,245
+1,178
3214
$4.58M ﹤0.01%
152,353
-4,995
3215
$4.58M ﹤0.01%
136,569
+29,663
3216
$4.58M ﹤0.01%
155,042
+25,569
3217
$4.58M ﹤0.01%
203,794
+202,844
3218
$4.57M ﹤0.01%
40,069
-1,977
3219
$4.57M ﹤0.01%
458,852
+32,155
3220
$4.56M ﹤0.01%
263,931
+205,817
3221
$4.55M ﹤0.01%
158,101
+117,558
3222
$4.55M ﹤0.01%
136,345
-4,309
3223
$4.55M ﹤0.01%
126,057
-4,020
3224
$4.54M ﹤0.01%
297,685
+240,275
3225
$4.54M ﹤0.01%
636,634
-45,852