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
3551
$2.96M ﹤0.01%
107,898
-35,148
3552
$2.95M ﹤0.01%
285,388
+223,421
3553
$2.95M ﹤0.01%
1,010,206
+663,636
3554
$2.95M ﹤0.01%
2,266,043
+1,885,172
3555
$2.94M ﹤0.01%
266,436
+62,424
3556
$2.94M ﹤0.01%
92,988
+62,813
3557
$2.94M ﹤0.01%
61,685
-4,955
3558
$2.93M ﹤0.01%
418,619
-28,534
3559
$2.93M ﹤0.01%
74,079
+36,488
3560
$2.93M ﹤0.01%
119,144
-5,751
3561
$2.92M ﹤0.01%
47,901
+5,327
3562
$2.91M ﹤0.01%
45,359
+490
3563
$2.91M ﹤0.01%
90,430
+41,169
3564
$2.9M ﹤0.01%
104,164
+30,801
3565
$2.9M ﹤0.01%
138,085
-2,509
3566
$2.89M ﹤0.01%
83,905
+29,485
3567
$2.88M ﹤0.01%
22,767
+16,731
3568
$2.88M ﹤0.01%
250,511
-55,580
3569
$2.88M ﹤0.01%
29,302
+18,915
3570
$2.87M ﹤0.01%
59,410
+17,419
3571
$2.87M ﹤0.01%
1,078,924
+714,444
3572
$2.86M ﹤0.01%
280,576
-75,425
3573
$2.86M ﹤0.01%
139,937
+1,527
3574
$2.85M ﹤0.01%
180,521
-253,493
3575
$2.84M ﹤0.01%
78,581
+6,120