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
4201
$1.05M ﹤0.01%
62,978
-12,790
4202
$1.05M ﹤0.01%
16,064
+5,080
4203
$1.04M ﹤0.01%
18,222
+10,973
4204
$1.04M ﹤0.01%
110,056
-60,487
4205
$1.04M ﹤0.01%
86,900
-197,171
4206
$1.04M ﹤0.01%
991,948
-1,022,943
4207
$1.04M ﹤0.01%
101,989
-13,916
4208
$1.03M ﹤0.01%
60,930
-15,061
4209
$1.03M ﹤0.01%
21,477
-10,824
4210
$1.03M ﹤0.01%
28,923
-2,008
4211
$1.03M ﹤0.01%
11,127
+2,653
4212
$1.03M ﹤0.01%
78,489
-20,180
4213
$1.02M ﹤0.01%
185,532
+7,086
4214
$1.02M ﹤0.01%
43,248
-1,999
4215
$1.02M ﹤0.01%
158,026
+5,245
4216
$1.02M ﹤0.01%
79,747
-29,402
4217
$1.01M ﹤0.01%
179,251
+112,440
4218
$1.01M ﹤0.01%
82,737
-20,470
4219
$1.01M ﹤0.01%
857,055
-1,357,458
4220
$1.01M ﹤0.01%
16,633
+40
4221
$1.01M ﹤0.01%
39,079
+2,097
4222
$1.01M ﹤0.01%
98,121
-26,196
4223
$1.01M ﹤0.01%
120,756
+106,243
4224
$1M ﹤0.01%
1,100,465
-668,828
4225
$996K ﹤0.01%
62,429
+55,849