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
401
$452M 0.04%
8,863,379
+975,229
402
$452M 0.04%
1,896,017
+149,997
403
$450M 0.04%
1,676,639
+361,825
404
$450M 0.04%
1,844,255
+160,608
405
$448M 0.04%
5,972,669
+134,899
406
$447M 0.04%
10,700,782
+686,460
407
$445M 0.04%
9,872,206
-144,770
408
$444M 0.04%
17,468,425
-6,336,545
409
$443M 0.04%
4,468,949
+203,555
410
$440M 0.04%
3,462,990
-3,968,910
411
$439M 0.04%
8,623,877
-198,982
412
$436M 0.04%
8,398,554
+163,072
413
$430M 0.03%
12,952,222
+205,414
414
$428M 0.03%
5,326,447
-77,192
415
$427M 0.03%
5,889,962
+349,016
416
$425M 0.03%
8,468,851
+392,679
417
$425M 0.03%
21,047,871
+528,918
418
$423M 0.03%
18,056,833
-28,277,234
419
$423M 0.03%
8,075,041
+1,114,480
420
$421M 0.03%
7,483,846
+2,762,946
421
$416M 0.03%
6,962,557
+579,513
422
$414M 0.03%
2,202,316
-18,864
423
$413M 0.03%
4,126,185
-960,292
424
$409M 0.03%
2,773,581
+77,847
425
$406M 0.03%
2,220,419
+677,130