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
3501
$3.18M ﹤0.01%
232,955
+1,097
3502
$3.17M ﹤0.01%
156,336
+11,529
3503
$3.16M ﹤0.01%
55,936
-39,881
3504
$3.16M ﹤0.01%
378,431
-13,962
3505
$3.15M ﹤0.01%
477,603
+152,383
3506
$3.14M ﹤0.01%
57,711
+28,850
3507
$3.14M ﹤0.01%
167,783
+45,674
3508
$3.13M ﹤0.01%
57,761
+1,257
3509
$3.13M ﹤0.01%
558,507
+266,200
3510
$3.12M ﹤0.01%
100,478
+2,757
3511
$3.11M ﹤0.01%
80,109
-8,555
3512
$3.11M ﹤0.01%
77,719
+1,812
3513
$3.11M ﹤0.01%
108,014
+31,126
3514
$3.1M ﹤0.01%
37,495
+28,555
3515
$3.1M ﹤0.01%
464,911
+68,249
3516
$3.09M ﹤0.01%
106,690
-5,404
3517
$3.09M ﹤0.01%
11,295
-2,567
3518
$3.09M ﹤0.01%
272,186
-960
3519
$3.09M ﹤0.01%
78,293
-23,112
3520
$3.08M ﹤0.01%
102,783
-249
3521
$3.08M ﹤0.01%
300,538
+46,467
3522
$3.07M ﹤0.01%
290,331
+262,619
3523
$3.07M ﹤0.01%
235,401
-705,691
3524
$3.07M ﹤0.01%
269,721
+1,605
3525
$3.07M ﹤0.01%
216,151
-5,398