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
3526
$3.06M ﹤0.01%
127,659
+94,298
3527
$3.05M ﹤0.01%
30,364
+2,587
3528
$3.05M ﹤0.01%
7,676
-444
3529
$3.05M ﹤0.01%
114,441
+53,981
3530
$3.05M ﹤0.01%
470,707
+277,057
3531
$3.03M ﹤0.01%
291,716
+24,309
3532
$3.03M ﹤0.01%
176,788
+8,932
3533
$3.03M ﹤0.01%
162,785
+58,085
3534
$3.02M ﹤0.01%
122,741
+13,124
3535
$3.01M ﹤0.01%
135,918
-33,811
3536
$3M ﹤0.01%
102,005
+76,512
3537
$2.99M ﹤0.01%
91,252
+12,158
3538
$2.99M ﹤0.01%
127,846
-97,133
3539
$2.98M ﹤0.01%
55,809
-1,468
3540
$2.98M ﹤0.01%
207,028
+163,320
3541
$2.98M ﹤0.01%
1,106,675
+686,952
3542
$2.98M ﹤0.01%
217,767
+46,674
3543
$2.98M ﹤0.01%
101,843
-10,641
3544
$2.98M ﹤0.01%
69,142
+7,525
3545
$2.97M ﹤0.01%
37,744
+23,381
3546
$2.97M ﹤0.01%
39,600
+73
3547
$2.96M ﹤0.01%
378,919
-63,757
3548
$2.96M ﹤0.01%
470,691
-71,582
3549
$2.96M ﹤0.01%
1,010,302
+379,908
3550
$2.96M ﹤0.01%
166,761
+74,766