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
4151
$1.15M ﹤0.01%
222,173
+888
4152
$1.15M ﹤0.01%
26,947
-2,143
4153
$1.15M ﹤0.01%
125,972
-48,582
4154
$1.15M ﹤0.01%
86,250
+20,169
4155
$1.15M ﹤0.01%
40,005
-2,389
4156
$1.15M ﹤0.01%
62,760
-336,478
4157
$1.15M ﹤0.01%
59,132
-828,219
4158
$1.15M ﹤0.01%
43,101
+12,169
4159
$1.15M ﹤0.01%
311,389
-24,558
4160
$1.14M ﹤0.01%
21,726
-1,997
4161
$1.14M ﹤0.01%
105,825
+64,868
4162
$1.14M ﹤0.01%
42,772
-53,180
4163
$1.14M ﹤0.01%
72,496
-14,158
4164
$1.13M ﹤0.01%
18,258
-3,490
4165
$1.13M ﹤0.01%
24,191
-785
4166
$1.13M ﹤0.01%
33,105
-3,260
4167
$1.13M ﹤0.01%
494,698
4168
$1.13M ﹤0.01%
50,229
+8,519
4169
$1.12M ﹤0.01%
385,442
-42,533
4170
$1.12M ﹤0.01%
77,854
+59,794
4171
$1.11M ﹤0.01%
52,441
+3,271
4172
$1.11M ﹤0.01%
187,297
-17,873
4173
$1.11M ﹤0.01%
24,750
+22,750
4174
$1.11M ﹤0.01%
65,405
-1,696
4175
$1.1M ﹤0.01%
101,231
-8,899