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
4026
$1.45M ﹤0.01%
259,801
+147,281
4027
$1.45M ﹤0.01%
328,121
+178,424
4028
$1.45M ﹤0.01%
382,382
+169,126
4029
$1.45M ﹤0.01%
55,372
+41,276
4030
$1.44M ﹤0.01%
128,799
+17,986
4031
$1.44M ﹤0.01%
109,966
+47,835
4032
$1.44M ﹤0.01%
+82,259
4033
$1.44M ﹤0.01%
108,033
+27,314
4034
$1.43M ﹤0.01%
242,292
-186,767
4035
$1.43M ﹤0.01%
169,077
+51,624
4036
$1.42M ﹤0.01%
22,877
-1,667
4037
$1.42M ﹤0.01%
203,201
-95,166
4038
$1.41M ﹤0.01%
+45,141
4039
$1.41M ﹤0.01%
40,641
-5,622
4040
$1.41M ﹤0.01%
20,387
-959
4041
$1.41M ﹤0.01%
163,818
+87,836
4042
$1.4M ﹤0.01%
280,552
+98,663
4043
$1.4M ﹤0.01%
13,743
+13,592
4044
$1.4M ﹤0.01%
255,421
-930,732
4045
$1.4M ﹤0.01%
158,105
-12,335
4046
$1.39M ﹤0.01%
22,897
-580
4047
$1.39M ﹤0.01%
173,073
-7,994
4048
$1.39M ﹤0.01%
19,755
+1,050
4049
$1.39M ﹤0.01%
18,390
+5,937
4050
$1.39M ﹤0.01%
143,951
-3,229