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
351
$547M 0.04%
3,421,535
+130,276
352
$546M 0.04%
7,194,650
+2,343,908
353
$546M 0.04%
4,178,711
+3,052,570
354
$542M 0.04%
277,928
+65,715
355
$542M 0.04%
6,305,959
+837,067
356
$535M 0.04%
10,100,640
-2,237,101
357
$531M 0.04%
11,641,927
+344,958
358
$526M 0.04%
4,346,773
-345,157
359
$526M 0.04%
2,993,740
-78,693
360
$526M 0.04%
4,714,342
+165,539
361
$524M 0.04%
6,464,582
-2,053,479
362
$524M 0.04%
4,065,448
+195,262
363
$523M 0.04%
6,744,587
+242,374
364
$520M 0.04%
2,046,036
+354,384
365
$514M 0.04%
8,719,898
-728,755
366
$510M 0.04%
10,280,709
+368,075
367
$510M 0.04%
3,899,057
+181,191
368
$510M 0.04%
4,129,459
-185,978
369
$508M 0.04%
2,175,921
+190,147
370
$497M 0.04%
9,603,531
+1,693,493
371
$497M 0.04%
6,656,243
-198,557
372
$497M 0.04%
6,490,969
+215,028
373
$496M 0.04%
3,242,692
-852,998
374
$496M 0.04%
2,027,621
+264,017
375
$496M 0.04%
12,647,402
+1,274,909