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
4176
$1.1M ﹤0.01%
408,631
+191,525
4177
$1.1M ﹤0.01%
698,268
-114,042
4178
$1.1M ﹤0.01%
28,670
+19,467
4179
$1.1M ﹤0.01%
82,124
+38,793
4180
$1.1M ﹤0.01%
104,964
-145,384
4181
$1.1M ﹤0.01%
480,583
+180,364
4182
$1.09M ﹤0.01%
48,841
+15,287
4183
$1.08M ﹤0.01%
75,306
+1
4184
$1.08M ﹤0.01%
25,943
-1,209
4185
$1.08M ﹤0.01%
52,144
-9,085
4186
$1.08M ﹤0.01%
180,104
+118,773
4187
$1.07M ﹤0.01%
24,493
-354
4188
$1.07M ﹤0.01%
24,789
-1,268
4189
$1.07M ﹤0.01%
67,688
-5,972
4190
$1.07M ﹤0.01%
33,680
+5,578
4191
$1.07M ﹤0.01%
170,281
+3,776
4192
$1.07M ﹤0.01%
68,976
-3,510
4193
$1.06M ﹤0.01%
84,344
-2,229
4194
$1.06M ﹤0.01%
54,188
+3,166
4195
$1.06M ﹤0.01%
71,323
-31,030
4196
$1.06M ﹤0.01%
198,683
+6,915
4197
$1.06M ﹤0.01%
18,859
-1,612
4198
$1.06M ﹤0.01%
162,890
-10,807
4199
$1.06M ﹤0.01%
24,826
+295
4200
$1.05M ﹤0.01%
316,193
-53,084