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
3301
$4.16M ﹤0.01%
72,184
-5,198
3302
$4.15M ﹤0.01%
95,779
-22,573
3303
$4.14M ﹤0.01%
463,228
-18,247
3304
$4.13M ﹤0.01%
109,524
+32,857
3305
$4.12M ﹤0.01%
2,963,877
+2,839,835
3306
$4.12M ﹤0.01%
63,224
+25,415
3307
$4.1M ﹤0.01%
687,276
+79,206
3308
$4.1M ﹤0.01%
48,068
+2,991
3309
$4.09M ﹤0.01%
552,600
-40,814
3310
$4.09M ﹤0.01%
272,421
-11,048
3311
$4.09M ﹤0.01%
90,175
-4,018
3312
$4.08M ﹤0.01%
470,274
+263,769
3313
$4.07M ﹤0.01%
119,791
+65,076
3314
$4.07M ﹤0.01%
202,498
+51,786
3315
$4.07M ﹤0.01%
771,567
+128,841
3316
$4.07M ﹤0.01%
750,212
+102,182
3317
$4.07M ﹤0.01%
607,793
+324,004
3318
$4.05M ﹤0.01%
260,267
+25,413
3319
$4.05M ﹤0.01%
409,048
+94,614
3320
$4.04M ﹤0.01%
380,852
+311,788
3321
$4.03M ﹤0.01%
654,536
+21,886
3322
$4.02M ﹤0.01%
900,926
+383,661
3323
$4.01M ﹤0.01%
106,644
-112,707
3324
$4.01M ﹤0.01%
90,501
+67,368
3325
$4.01M ﹤0.01%
254,400
+147,954