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
3276
$4.3M ﹤0.01%
26,037
+17,231
3277
$4.29M ﹤0.01%
306,595
+273,444
3278
$4.29M ﹤0.01%
1,109,017
-149,066
3279
$4.29M ﹤0.01%
532,437
+193,070
3280
$4.29M ﹤0.01%
224,593
+68,504
3281
$4.28M ﹤0.01%
251,252
+97,465
3282
$4.28M ﹤0.01%
150,717
+25,827
3283
$4.26M ﹤0.01%
331,516
+34,652
3284
$4.26M ﹤0.01%
1,153,549
-108,996
3285
$4.26M ﹤0.01%
82,937
+28,544
3286
$4.24M ﹤0.01%
88,807
-34,239
3287
$4.22M ﹤0.01%
24,384
-2,792
3288
$4.22M ﹤0.01%
24,749
+11,374
3289
$4.21M ﹤0.01%
450,554
-295,842
3290
$4.21M ﹤0.01%
120,670
+106,408
3291
$4.21M ﹤0.01%
236,259
+157,591
3292
$4.21M ﹤0.01%
315,785
-327,118
3293
$4.21M ﹤0.01%
696,537
-20,216
3294
$4.2M ﹤0.01%
122,410
+55,142
3295
$4.18M ﹤0.01%
745,860
-34,358
3296
$4.18M ﹤0.01%
65,951
-3,022
3297
$4.18M ﹤0.01%
+163,089
3298
$4.18M ﹤0.01%
104,495
+316
3299
$4.17M ﹤0.01%
186,293
+15,369
3300
$4.17M ﹤0.01%
62,736
+40,308