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
3351
$3.86M ﹤0.01%
246,622
-190,379
3352
$3.86M ﹤0.01%
1,330,525
+640,241
3353
$3.86M ﹤0.01%
68,799
+184
3354
$3.85M ﹤0.01%
185,625
+18,593
3355
$3.84M ﹤0.01%
230,562
-5,500
3356
$3.83M ﹤0.01%
75,732
-10,842
3357
$3.83M ﹤0.01%
387,073
+25,467
3358
$3.83M ﹤0.01%
444,082
+372,508
3359
$3.82M ﹤0.01%
184,049
+15,363
3360
$3.81M ﹤0.01%
286,355
+23,972
3361
$3.81M ﹤0.01%
87,099
-9,007
3362
$3.8M ﹤0.01%
209,190
-93,081
3363
$3.8M ﹤0.01%
287,136
+1,898
3364
$3.79M ﹤0.01%
38,335
+5,608
3365
$3.79M ﹤0.01%
880,454
-321,883
3366
$3.78M ﹤0.01%
296,685
+193,831
3367
$3.78M ﹤0.01%
865,185
+215,320
3368
$3.78M ﹤0.01%
151,438
+102,147
3369
$3.77M ﹤0.01%
67,248
-54,486
3370
$3.77M ﹤0.01%
154,908
+7,021
3371
$3.76M ﹤0.01%
1,463,390
+386,434
3372
$3.74M ﹤0.01%
1,991,891
+1,824,942
3373
$3.74M ﹤0.01%
58,393
+1,133
3374
$3.74M ﹤0.01%
131,902
-431
3375
$3.74M ﹤0.01%
406,147
+303,569