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
3576
$2.83M ﹤0.01%
267,894
+9,890
3577
$2.82M ﹤0.01%
269,976
+147,335
3578
$2.82M ﹤0.01%
110,330
-485,632
3579
$2.82M ﹤0.01%
428,554
+344,490
3580
$2.81M ﹤0.01%
44,177
-22,204
3581
$2.81M ﹤0.01%
794,354
-1,631,909
3582
$2.81M ﹤0.01%
421,487
+197,176
3583
$2.8M ﹤0.01%
507,404
-83,841
3584
$2.78M ﹤0.01%
45,189
+42,403
3585
$2.77M ﹤0.01%
123,630
+16,440
3586
$2.77M ﹤0.01%
126,868
+108,034
3587
$2.76M ﹤0.01%
276,794
-10,187
3588
$2.76M ﹤0.01%
120,951
-2,572
3589
$2.75M ﹤0.01%
413,989
+268,785
3590
$2.75M ﹤0.01%
564,907
+134,312
3591
$2.74M ﹤0.01%
119,778
+87,548
3592
$2.73M ﹤0.01%
36,647
+28,542
3593
$2.73M ﹤0.01%
560,319
+1,002
3594
$2.72M ﹤0.01%
39,219
+6,041
3595
$2.71M ﹤0.01%
45,586
-24,824
3596
$2.71M ﹤0.01%
184,053
+73,331
3597
$2.7M ﹤0.01%
42,885
-2,725
3598
$2.7M ﹤0.01%
360,743
+80,852
3599
$2.7M ﹤0.01%
25,965
+22,229
3600
$2.7M ﹤0.01%
45,959
+1,671