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
3851
$1.9M ﹤0.01%
41,078
+21,070
3852
$1.9M ﹤0.01%
45,107
+3,114
3853
$1.9M ﹤0.01%
456,952
+179,210
3854
$1.89M ﹤0.01%
178,223
-7,175
3855
$1.89M ﹤0.01%
61,363
-63,421
3856
$1.89M ﹤0.01%
76,767
+25,433
3857
$1.88M ﹤0.01%
232,621
+198,482
3858
$1.88M ﹤0.01%
257,263
-108,986
3859
$1.87M ﹤0.01%
55,762
+2,195
3860
$1.87M ﹤0.01%
84,523
-613,502
3861
$1.87M ﹤0.01%
583,452
+92,984
3862
$1.87M ﹤0.01%
560,443
-38,018
3863
$1.87M ﹤0.01%
224,062
+198,270
3864
$1.87M ﹤0.01%
128,002
+90,069
3865
$1.87M ﹤0.01%
208,145
-3,505
3866
$1.86M ﹤0.01%
472,998
-505,568
3867
$1.86M ﹤0.01%
105,883
+76,459
3868
$1.86M ﹤0.01%
44,085
+6,280
3869
$1.85M ﹤0.01%
65,971
-19,022
3870
$1.85M ﹤0.01%
209,318
+208,684
3871
$1.85M ﹤0.01%
+68,522
3872
$1.84M ﹤0.01%
589,703
+531,756
3873
$1.84M ﹤0.01%
91,983
-1,717
3874
$1.83M ﹤0.01%
72,393
+19,221
3875
$1.83M ﹤0.01%
367,396
-40,675