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
3626
$2.61M ﹤0.01%
161,933
-12,414
3627
$2.6M ﹤0.01%
257,472
+171,367
3628
$2.59M ﹤0.01%
318,308
-107,866
3629
$2.59M ﹤0.01%
54,439
+7,436
3630
$2.58M ﹤0.01%
52,805
+17,694
3631
$2.58M ﹤0.01%
957
-10
3632
$2.58M ﹤0.01%
84,765
-1,457
3633
$2.58M ﹤0.01%
52,050
+9,483
3634
$2.58M ﹤0.01%
341,346
+8,178
3635
$2.57M ﹤0.01%
104,954
+96,765
3636
$2.57M ﹤0.01%
179,078
+144,767
3637
$2.57M ﹤0.01%
111,934
+8,016
3638
$2.57M ﹤0.01%
309,238
+94,864
3639
$2.56M ﹤0.01%
117,624
+65,522
3640
$2.56M ﹤0.01%
106,600
+59,446
3641
$2.56M ﹤0.01%
60,406
+26,650
3642
$2.56M ﹤0.01%
701,041
+667,349
3643
$2.55M ﹤0.01%
107,754
+4,410
3644
$2.55M ﹤0.01%
196,866
+163,273
3645
$2.54M ﹤0.01%
251,729
-36,530
3646
$2.54M ﹤0.01%
303,614
+287,114
3647
$2.54M ﹤0.01%
1,801,154
+509,910
3648
$2.54M ﹤0.01%
211,180
+11,004
3649
$2.54M ﹤0.01%
349,313
+194,478
3650
$2.53M ﹤0.01%
86,106
-25,675