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
3801
$2.04M ﹤0.01%
2,103,142
+24,267
3802
$2.04M ﹤0.01%
175,906
+29,406
3803
$2.04M ﹤0.01%
10,891
-4,124
3804
$2.04M ﹤0.01%
752,586
+299,891
3805
$2.04M ﹤0.01%
56,824
-36,249
3806
$2.04M ﹤0.01%
70,920
+28,939
3807
$2.03M ﹤0.01%
43,171
-437
3808
$2.03M ﹤0.01%
962,576
+925,185
3809
$2.03M ﹤0.01%
51,488
-8,561
3810
$2.02M ﹤0.01%
100,626
-2,979
3811
$2.02M ﹤0.01%
333,326
-173,965
3812
$2.01M ﹤0.01%
275,594
+206,024
3813
$2.01M ﹤0.01%
49,352
+33,879
3814
$2.01M ﹤0.01%
259,022
+49,378
3815
$2.01M ﹤0.01%
56,881
-1,025
3816
$2.01M ﹤0.01%
330,744
+246,268
3817
$2M ﹤0.01%
1,038,724
+1,008,784
3818
$2M ﹤0.01%
63,379
+21,636
3819
$2M ﹤0.01%
145,481
-22,889
3820
$2M ﹤0.01%
57,641
+4,904
3821
$1.99M ﹤0.01%
25,777
+15,881
3822
$1.99M ﹤0.01%
28,082
-5,286
3823
$1.99M ﹤0.01%
135,535
-54,256
3824
$1.98M ﹤0.01%
34,055
+1,462
3825
$1.98M ﹤0.01%
214,270
+162,681