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
526
$295M 0.02%
2,648,904
-647,271
527
$294M 0.02%
3,541,481
+334,352
528
$293M 0.02%
2,530,146
-568,022
529
$293M 0.02%
682,891
+154,944
530
$292M 0.02%
3,957,976
+340,301
531
$291M 0.02%
625,778
+87,670
532
$291M 0.02%
157,985
-31,780
533
$291M 0.02%
6,568,617
-1,753,179
534
$290M 0.02%
1,873,614
+160,193
535
$289M 0.02%
1,675,688
+65,069
536
$288M 0.02%
2,313,431
+309,638
537
$288M 0.02%
6,546,878
+1,292,797
538
$287M 0.02%
1,064,573
+646,021
539
$286M 0.02%
2,593,340
-62,421
540
$285M 0.02%
1,931,018
+145,339
541
$284M 0.02%
1,227,185
+335,596
542
$284M 0.02%
2,372,427
+29,518
543
$283M 0.02%
1,071,313
+377,320
544
$281M 0.02%
9,794,235
-773,893
545
$280M 0.02%
7,497,622
-174,335
546
$280M 0.02%
2,155,332
-351,791
547
$279M 0.02%
1,932,642
-424,875
548
$279M 0.02%
5,883,980
+1,365,752
549
$277M 0.02%
5,276,072
-1,452,300
550
$276M 0.02%
2,522,798
+315,765