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
3826
$1.98M ﹤0.01%
40,584
-1,323
3827
$1.98M ﹤0.01%
156,809
+89,051
3828
$1.98M ﹤0.01%
59,299
-2,747
3829
$1.98M ﹤0.01%
184,973
+129,560
3830
$1.97M ﹤0.01%
251,571
+91,426
3831
$1.97M ﹤0.01%
314,581
+14,298
3832
$1.97M ﹤0.01%
77,150
+16,650
3833
$1.96M ﹤0.01%
261,752
+100,294
3834
$1.95M ﹤0.01%
42,506
-21,572
3835
$1.95M ﹤0.01%
39,530
+12,065
3836
$1.95M ﹤0.01%
174,591
-30,863
3837
$1.95M ﹤0.01%
152,842
+127,142
3838
$1.94M ﹤0.01%
878,440
+189,258
3839
$1.94M ﹤0.01%
113,057
+40,974
3840
$1.94M ﹤0.01%
62,048
+62,018
3841
$1.92M ﹤0.01%
41,157
+18,389
3842
$1.92M ﹤0.01%
110,554
-24,057
3843
$1.92M ﹤0.01%
62,226
+9,142
3844
$1.92M ﹤0.01%
105,686
-134,775
3845
$1.92M ﹤0.01%
279,431
+237,279
3846
$1.92M ﹤0.01%
182,070
+109,272
3847
$1.91M ﹤0.01%
39,093
+4,122
3848
$1.91M ﹤0.01%
+19,039
3849
$1.91M ﹤0.01%
266,542
+1
3850
$1.9M ﹤0.01%
100,248
+21,588