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
451
$363M 0.03%
6,096,124
-1,810,700
452
$362M 0.03%
747,873
+31,985
453
$362M 0.03%
6,790,055
-891,279
454
$360M 0.03%
3,132,330
+613,204
455
$356M 0.03%
5,662,473
-928,133
456
$356M 0.03%
6,549,768
+1,625,978
457
$355M 0.03%
2,595,746
+747,153
458
$353M 0.03%
10,326,629
+669,147
459
$352M 0.03%
2,418,696
+328,981
460
$351M 0.03%
1,675,743
-131,314
461
$350M 0.03%
1,683,895
+130,510
462
$349M 0.03%
701,669
+16,568
463
$349M 0.03%
3,583,591
+220,333
464
$349M 0.03%
1,684,905
+106,062
465
$349M 0.03%
946,518
+513,986
466
$348M 0.03%
3,645,893
+1,902,148
467
$348M 0.03%
5,068,947
+501,722
468
$345M 0.03%
2,872,781
+587,289
469
$344M 0.03%
7,105,433
+437,417
470
$344M 0.03%
4,044,905
-598,373
471
$340M 0.03%
587,026
+32,231
472
$337M 0.03%
1,829,092
-62,068
473
$336M 0.03%
3,054,463
-5,241
474
$336M 0.03%
11,432,503
+535,607
475
$335M 0.03%
8,142,095
+1,972,764