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
3426
$3.53M ﹤0.01%
464,022
-26,279
3427
$3.52M ﹤0.01%
220,144
+29,739
3428
$3.52M ﹤0.01%
361,277
+336,854
3429
$3.52M ﹤0.01%
580,229
+182,763
3430
$3.51M ﹤0.01%
862,107
+506,307
3431
$3.51M ﹤0.01%
74,679
-16,481
3432
$3.51M ﹤0.01%
100,865
-5,080
3433
$3.5M ﹤0.01%
215,341
-5,175
3434
$3.49M ﹤0.01%
156,199
+115,146
3435
$3.49M ﹤0.01%
176,800
-15,521
3436
$3.48M ﹤0.01%
99,286
+44,839
3437
$3.47M ﹤0.01%
84,446
+5,829
3438
$3.47M ﹤0.01%
121,041
+77,500
3439
$3.46M ﹤0.01%
173,054
-14,799
3440
$3.46M ﹤0.01%
383,183
+232,194
3441
$3.46M ﹤0.01%
685,938
+522,998
3442
$3.45M ﹤0.01%
134,975
+77,454
3443
$3.45M ﹤0.01%
1,724,792
+1,250,915
3444
$3.45M ﹤0.01%
41,197
+19,989
3445
$3.42M ﹤0.01%
215,055
+19,448
3446
$3.42M ﹤0.01%
86,434
-16,065
3447
$3.42M ﹤0.01%
908,548
+43,209
3448
$3.41M ﹤0.01%
263,375
-16,121
3449
$3.4M ﹤0.01%
81,565
+37,463
3450
$3.4M ﹤0.01%
160,357
-10,599