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
3701
$2.36M ﹤0.01%
241,375
+116,146
3702
$2.36M ﹤0.01%
84,304
+1,734
3703
$2.35M ﹤0.01%
21,203
+5,744
3704
$2.35M ﹤0.01%
408,542
+102,296
3705
$2.35M ﹤0.01%
370,294
+134,864
3706
$2.34M ﹤0.01%
224,031
-6,599
3707
$2.34M ﹤0.01%
147,222
+39,519
3708
$2.33M ﹤0.01%
48,302
-66,278
3709
$2.33M ﹤0.01%
364,991
+245,118
3710
$2.33M ﹤0.01%
25,690
-1,849
3711
$2.33M ﹤0.01%
+93,285
3712
$2.32M ﹤0.01%
221,745
+77,648
3713
$2.32M ﹤0.01%
512,932
-164,022
3714
$2.32M ﹤0.01%
102,351
+37,591
3715
$2.32M ﹤0.01%
344,391
+300,474
3716
$2.31M ﹤0.01%
53,033
+26,565
3717
$2.31M ﹤0.01%
502,909
-24,632
3718
$2.31M ﹤0.01%
170,356
-115,229
3719
$2.3M ﹤0.01%
680,276
+661,504
3720
$2.3M ﹤0.01%
584,793
+567,057
3721
$2.3M ﹤0.01%
53,300
+25,544
3722
$2.3M ﹤0.01%
204,303
+14,417
3723
$2.29M ﹤0.01%
438,759
+34,346
3724
$2.29M ﹤0.01%
362,268
+289,090
3725
$2.29M ﹤0.01%
84,633
+16,145