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
3451
$3.39M ﹤0.01%
290,470
-124,030
3452
$3.39M ﹤0.01%
216,619
+40,524
3453
$3.38M ﹤0.01%
67,158
-53,743
3454
$3.38M ﹤0.01%
26,701
+8,240
3455
$3.38M ﹤0.01%
220,258
-98,739
3456
$3.38M ﹤0.01%
491,813
+247,487
3457
$3.38M ﹤0.01%
58,213
-4,907
3458
$3.37M ﹤0.01%
338,727
+9,549
3459
$3.37M ﹤0.01%
78,536
+3,897
3460
$3.37M ﹤0.01%
408,659
+313,072
3461
$3.36M ﹤0.01%
26,476
-1,228
3462
$3.36M ﹤0.01%
157,155
+136,642
3463
$3.35M ﹤0.01%
162,071
-42,887
3464
$3.34M ﹤0.01%
256,666
-5,442
3465
$3.34M ﹤0.01%
38,815
-5,569
3466
$3.33M ﹤0.01%
990,881
+234,457
3467
$3.32M ﹤0.01%
131,949
-8,736
3468
$3.32M ﹤0.01%
28,360
+2,360
3469
$3.31M ﹤0.01%
1,075,672
+89,452
3470
$3.31M ﹤0.01%
530,708
+120,475
3471
$3.31M ﹤0.01%
135,030
+33,232
3472
$3.3M ﹤0.01%
1,241,355
+619,927
3473
$3.3M ﹤0.01%
334,347
+264,050
3474
$3.3M ﹤0.01%
70,453
+7,974
3475
$3.3M ﹤0.01%
78,697
+9,217