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
3401
$3.63M ﹤0.01%
432,502
+259,098
3402
$3.62M ﹤0.01%
346,626
+14,840
3403
$3.61M ﹤0.01%
70,774
+46,421
3404
$3.61M ﹤0.01%
658,859
+235,262
3405
$3.61M ﹤0.01%
1,647,974
+1,161,166
3406
$3.61M ﹤0.01%
130,406
+61,306
3407
$3.61M ﹤0.01%
184,937
-4,696
3408
$3.6M ﹤0.01%
49,785
-10,510
3409
$3.6M ﹤0.01%
99,942
3410
$3.6M ﹤0.01%
236,747
+166,010
3411
$3.59M ﹤0.01%
272,468
+49,676
3412
$3.58M ﹤0.01%
348,042
-62,836
3413
$3.58M ﹤0.01%
59,893
-343
3414
$3.58M ﹤0.01%
81,558
+1,920
3415
$3.57M ﹤0.01%
252,708
+16,976
3416
$3.57M ﹤0.01%
961,288
+934,774
3417
$3.57M ﹤0.01%
76,705
-1,773
3418
$3.56M ﹤0.01%
91,174
+45,634
3419
$3.56M ﹤0.01%
249,517
+229,051
3420
$3.56M ﹤0.01%
118,595
+12,385
3421
$3.56M ﹤0.01%
308,247
+198,197
3422
$3.54M ﹤0.01%
532,884
+523,793
3423
$3.54M ﹤0.01%
91,259
-136,781
3424
$3.54M ﹤0.01%
140,567
+18,227
3425
$3.53M ﹤0.01%
89,353
+7,204