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
3926
$1.66M ﹤0.01%
636,685
+196,033
3927
$1.66M ﹤0.01%
572,695
+482,230
3928
$1.66M ﹤0.01%
75,284
+43,842
3929
$1.65M ﹤0.01%
49,453
-18,208
3930
$1.65M ﹤0.01%
140,507
+50,034
3931
$1.65M ﹤0.01%
35,801
+13,570
3932
$1.65M ﹤0.01%
167,725
+34,825
3933
$1.65M ﹤0.01%
670,876
+484,344
3934
$1.64M ﹤0.01%
37,844
-1,415
3935
$1.64M ﹤0.01%
25,380
-4,108
3936
$1.64M ﹤0.01%
16,414
+534
3937
$1.64M ﹤0.01%
98,788
+37,991
3938
$1.64M ﹤0.01%
150,887
-28,768
3939
$1.63M ﹤0.01%
256,048
-78,790
3940
$1.63M ﹤0.01%
131,986
+12,979
3941
$1.63M ﹤0.01%
56,321
-4,374
3942
$1.63M ﹤0.01%
90,578
+7,064
3943
$1.63M ﹤0.01%
28,736
-505
3944
$1.62M ﹤0.01%
320,459
+240,391
3945
$1.62M ﹤0.01%
539,643
+278,910
3946
$1.62M ﹤0.01%
203,997
-112,676
3947
$1.62M ﹤0.01%
567,018
+470,387
3948
$1.61M ﹤0.01%
34,737
+64
3949
$1.61M ﹤0.01%
131,175
+106,727
3950
$1.61M ﹤0.01%
23,917
+1,590