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
3951
$1.61M ﹤0.01%
325,205
-15,289
3952
$1.61M ﹤0.01%
19,577
-1,259
3953
$1.61M ﹤0.01%
183,638
-10,423
3954
$1.61M ﹤0.01%
58,334
+21,743
3955
$1.6M ﹤0.01%
38,623
-6,070
3956
$1.6M ﹤0.01%
244,753
+182,567
3957
$1.6M ﹤0.01%
458,226
+96,922
3958
$1.59M ﹤0.01%
170,647
-26,886
3959
$1.59M ﹤0.01%
141,545
+33,682
3960
$1.59M ﹤0.01%
50,909
-30,003
3961
$1.59M ﹤0.01%
99,426
+83,706
3962
$1.59M ﹤0.01%
155,612
-5,855
3963
$1.58M ﹤0.01%
44,747
-2,910
3964
$1.58M ﹤0.01%
21,286
+2,466
3965
$1.58M ﹤0.01%
35,240
+9,305
3966
$1.58M ﹤0.01%
31,197
+119
3967
$1.58M ﹤0.01%
116,795
+41,413
3968
$1.58M ﹤0.01%
25,053
+235
3969
$1.57M ﹤0.01%
14,453
-4,560
3970
$1.57M ﹤0.01%
47,288
+35,780
3971
$1.57M ﹤0.01%
45,685
+31,749
3972
$1.56M ﹤0.01%
254,446
-1,007
3973
$1.56M ﹤0.01%
89,313
+9,784
3974
$1.56M ﹤0.01%
31,041
-7,175
3975
$1.56M ﹤0.01%
119,424
+116,020