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
576
$259M 0.02%
1,474,995
+167,671
577
$258M 0.02%
5,014,022
-597,042
578
$258M 0.02%
2,069,627
+150,193
579
$257M 0.02%
17,146,012
+1,181,190
580
$254M 0.02%
4,841,028
+1,049,487
581
$252M 0.02%
794,482
-224,227
582
$250M 0.02%
2,089,949
+289,636
583
$250M 0.02%
1,683,473
+9,857
584
$249M 0.02%
1,454,029
+268,055
585
$248M 0.02%
3,892,655
+452,622
586
$248M 0.02%
3,483,776
+534,203
587
$248M 0.02%
12,735,302
+2,800,230
588
$247M 0.02%
6,454,980
-462,779
589
$247M 0.02%
544,166
+2,905
590
$246M 0.02%
9,682,665
+2,024,171
591
$245M 0.02%
2,442,255
+576,345
592
$243M 0.02%
1,184,427
+83,730
593
$239M 0.02%
9,088,602
+5,913,183
594
$239M 0.02%
1,815,287
+1,450,917
595
$239M 0.02%
2,150,923
+228,167
596
$239M 0.02%
2,411,151
+206,115
597
$238M 0.02%
3,490,532
+1,656,573
598
$238M 0.02%
5,660,270
+150,102
599
$238M 0.02%
649,179
+203,398
600
$237M 0.02%
2,429,920
-369,154