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
3726
$2.29M ﹤0.01%
256,378
-57,481
3727
$2.29M ﹤0.01%
145,701
+92,442
3728
$2.28M ﹤0.01%
180,051
-5,411
3729
$2.28M ﹤0.01%
342,853
-117,820
3730
$2.28M ﹤0.01%
265,724
+66,944
3731
$2.28M ﹤0.01%
85,890
-6,433
3732
$2.27M ﹤0.01%
114,884
+30,538
3733
$2.26M ﹤0.01%
110,812
+32,066
3734
$2.26M ﹤0.01%
270,539
+255,432
3735
$2.26M ﹤0.01%
698,308
+313,428
3736
$2.25M ﹤0.01%
57,673
+31,771
3737
$2.24M ﹤0.01%
116,175
-27,899
3738
$2.24M ﹤0.01%
44,543
+16,527
3739
$2.24M ﹤0.01%
23,452
+20,855
3740
$2.24M ﹤0.01%
812,042
+614,816
3741
$2.23M ﹤0.01%
362,035
-34,633
3742
$2.22M ﹤0.01%
58,358
+14,018
3743
$2.22M ﹤0.01%
56,461
-9,664
3744
$2.21M ﹤0.01%
88,839
+39,212
3745
$2.21M ﹤0.01%
20,253
+1,520
3746
$2.2M ﹤0.01%
62,163
-6,502
3747
$2.2M ﹤0.01%
529,421
+438,146
3748
$2.2M ﹤0.01%
1,527,263
-102,717
3749
$2.2M ﹤0.01%
306,488
+5,856
3750
$2.2M ﹤0.01%
219,711
-50,254