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
4001
$1.51M ﹤0.01%
105,230
+41,558
4002
$1.51M ﹤0.01%
508,579
-122,622
4003
$1.5M ﹤0.01%
90,171
+1,143
4004
$1.5M ﹤0.01%
272,771
+211,578
4005
$1.5M ﹤0.01%
59,606
+37,152
4006
$1.5M ﹤0.01%
57,166
+3,803
4007
$1.49M ﹤0.01%
117,701
+653
4008
$1.49M ﹤0.01%
112,870
+42,647
4009
$1.49M ﹤0.01%
1,202,818
+342,302
4010
$1.49M ﹤0.01%
809,366
+428,922
4011
$1.49M ﹤0.01%
258,687
-296,096
4012
$1.49M ﹤0.01%
60,918
-49,332
4013
$1.48M ﹤0.01%
39,504
+2,573
4014
$1.48M ﹤0.01%
115,654
+3,997
4015
$1.48M ﹤0.01%
179,709
-1,999
4016
$1.48M ﹤0.01%
90,503
+41,895
4017
$1.47M ﹤0.01%
54,621
+35,233
4018
$1.47M ﹤0.01%
46,595
+1,054
4019
$1.47M ﹤0.01%
67,776
+18,543
4020
$1.46M ﹤0.01%
42,074
-8,966
4021
$1.46M ﹤0.01%
120,352
+76,556
4022
$1.46M ﹤0.01%
75,584
-40,556
4023
$1.45M ﹤0.01%
285,713
+107,565
4024
$1.45M ﹤0.01%
554,428
+97,134
4025
$1.45M ﹤0.01%
64,359
-149