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
3251
$4.43M ﹤0.01%
143,970
+457
3252
$4.42M ﹤0.01%
507,043
-126,970
3253
$4.41M ﹤0.01%
406,720
+24,929
3254
$4.41M ﹤0.01%
298,433
-95,920
3255
$4.4M ﹤0.01%
48,136
+8,408
3256
$4.4M ﹤0.01%
887,914
+33,439
3257
$4.39M ﹤0.01%
52,303
+36,820
3258
$4.39M ﹤0.01%
107,702
+35,067
3259
$4.39M ﹤0.01%
1,439,176
+340,039
3260
$4.39M ﹤0.01%
601,929
+499,908
3261
$4.38M ﹤0.01%
43,431
-1,768
3262
$4.36M ﹤0.01%
375,907
-1,471,736
3263
$4.36M ﹤0.01%
295,020
-940,478
3264
$4.35M ﹤0.01%
518,772
+154,414
3265
$4.35M ﹤0.01%
318,547
+8,078
3266
$4.35M ﹤0.01%
619,380
+490,625
3267
$4.35M ﹤0.01%
381,066
+13,636
3268
$4.34M ﹤0.01%
262,750
-6,973
3269
$4.33M ﹤0.01%
62,207
-1,737
3270
$4.33M ﹤0.01%
614,690
+418,888
3271
$4.32M ﹤0.01%
535,265
+99,369
3272
$4.32M ﹤0.01%
250,689
+88,990
3273
$4.32M ﹤0.01%
130,804
-86,797
3274
$4.31M ﹤0.01%
170,241
-275,411
3275
$4.31M ﹤0.01%
34,568
-30,345