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
51
$4.3B 0.35%
16,625,845
+67,175
52
$4.24B 0.34%
21,874,924
-2,868,467
53
$4.21B 0.34%
4,443,863
-549,443
54
$4.15B 0.34%
41,987,253
-1,770,993
55
$4.15B 0.34%
14,654,489
+199,862
56
$4.14B 0.33%
42,953,530
-462,624
57
$4.09B 0.33%
27,297,864
+3,658,172
58
$4.05B 0.33%
69,457,308
+1,669,430
59
$3.99B 0.32%
16,046,123
-103,681
60
$3.87B 0.31%
29,183,945
+3,424,200
61
$3.85B 0.31%
22,212,820
+561,957
62
$3.85B 0.31%
19,479,965
+923,929
63
$3.62B 0.29%
13,174,684
+8,956
64
$3.52B 0.28%
12,937,298
+1,537,418
65
$3.45B 0.28%
32,997,959
+931,451
66
$3.32B 0.27%
35,789,907
+6,680,847
67
$3.29B 0.27%
47,738,453
+11,157,900
68
$3.28B 0.26%
11,369,977
+458,445
69
$3.24B 0.26%
59,120,377
-3,991,454
70
$3.18B 0.26%
31,557,054
+4,078,325
71
$3.17B 0.26%
17,000,309
-1,451,913
72
$3.12B 0.25%
20,373,504
+1,666,716
73
$3.08B 0.25%
17,140,359
+2,061,638
74
$3.04B 0.25%
28,842,668
-2,038,521
75
$3B 0.24%
5,474,485
-69,589
1 2
3
4 5