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
601
$236M 0.02%
5,791,442
+374,397
602
$236M 0.02%
3,136,612
+103,939
603
$236M 0.02%
9,885,766
+499,403
604
$235M 0.02%
6,461,879
-281,093
605
$235M 0.02%
3,027,579
+180,925
606
$235M 0.02%
511,160
+181,007
607
$234M 0.02%
8,110,366
+1,411,993
608
$234M 0.02%
3,857,162
+646,967
609
$234M 0.02%
1,371,798
-517,793
610
$234M 0.02%
6,477,866
+606,722
611
$234M 0.02%
2,912,507
-17,126
612
$234M 0.02%
2,091,810
+94,443
613
$232M 0.02%
2,880,390
+113,111
614
$232M 0.02%
1,158,929
+179,383
615
$231M 0.02%
1,940,996
+348,677
616
$231M 0.02%
2,567,615
-29,257
617
$231M 0.02%
550,287
+142,650
618
$229M 0.02%
4,615,804
+108,267
619
$228M 0.02%
4,381,541
+1,571,289
620
$226M 0.02%
2,706,223
+252,106
621
$226M 0.02%
6,988,167
+305,239
622
$226M 0.02%
2,052,478
+500,337
623
$225M 0.02%
4,120,578
+528,729
624
$225M 0.02%
1,710,978
+590,888
625
$225M 0.02%
737,864
+182,928