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
3751
$2.19M ﹤0.01%
135,400
-302,116
3752
$2.19M ﹤0.01%
72,218
+41,383
3753
$2.19M ﹤0.01%
55,482
+35,586
3754
$2.18M ﹤0.01%
253,619
-68,602
3755
$2.18M ﹤0.01%
248,104
-345,079
3756
$2.18M ﹤0.01%
30,298
-948
3757
$2.18M ﹤0.01%
196,802
+124,330
3758
$2.17M ﹤0.01%
127,081
+22,337
3759
$2.17M ﹤0.01%
440,743
+103
3760
$2.16M ﹤0.01%
501,028
-18,086
3761
$2.16M ﹤0.01%
173,998
+137,833
3762
$2.16M ﹤0.01%
768,297
-1,641,378
3763
$2.16M ﹤0.01%
86,964
+10,001
3764
$2.16M ﹤0.01%
201,615
+9,538
3765
$2.15M ﹤0.01%
88,308
+1,490
3766
$2.15M ﹤0.01%
29,073
-34,012
3767
$2.14M ﹤0.01%
+72,000
3768
$2.14M ﹤0.01%
180,058
+25,186
3769
$2.14M ﹤0.01%
460,970
+300,404
3770
$2.14M ﹤0.01%
96,396
+18,101
3771
$2.13M ﹤0.01%
968,041
-78,749
3772
$2.13M ﹤0.01%
1,304,987
+664,000
3773
$2.12M ﹤0.01%
69,478
+61,997
3774
$2.12M ﹤0.01%
156,175
-1,016
3775
$2.12M ﹤0.01%
255,788
+216,071