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
4101
$1.28M ﹤0.01%
28,069
-162,194
4102
$1.28M ﹤0.01%
182,228
+133,973
4103
$1.27M ﹤0.01%
154,503
+154,218
4104
$1.27M ﹤0.01%
42,526
+23,964
4105
$1.26M ﹤0.01%
31,522
-10,616
4106
$1.26M ﹤0.01%
321,060
+205,406
4107
$1.26M ﹤0.01%
46,509
-5,046
4108
$1.26M ﹤0.01%
54,333
-2,527
4109
$1.25M ﹤0.01%
282,318
+155,159
4110
$1.24M ﹤0.01%
59,221
+1,911
4111
$1.24M ﹤0.01%
920,736
+799,759
4112
$1.24M ﹤0.01%
420,821
-708,446
4113
$1.23M ﹤0.01%
42,043
-316
4114
$1.23M ﹤0.01%
141,373
-19,813
4115
$1.23M ﹤0.01%
288,717
+94,320
4116
$1.23M ﹤0.01%
41,298
-3,342
4117
$1.22M ﹤0.01%
73,074
+67,951
4118
$1.22M ﹤0.01%
15,573
+1,272
4119
$1.22M ﹤0.01%
30,019
+8,176
4120
$1.22M ﹤0.01%
80,743
+7,056
4121
$1.22M ﹤0.01%
50,676
+39,679
4122
$1.22M ﹤0.01%
127,847
+57,458
4123
$1.22M ﹤0.01%
108,661
+431
4124
$1.21M ﹤0.01%
101,679
-4,443
4125
$1.21M ﹤0.01%
46,103
+109