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
751
$162M 0.01%
1,000,520
-78,954
752
$161M 0.01%
1,395,721
+77,132
753
$161M 0.01%
1,094,716
+356,472
754
$161M 0.01%
4,423,677
-796,408
755
$161M 0.01%
7,284,275
+786,696
756
$161M 0.01%
723,824
-43,274
757
$161M 0.01%
475,280
+175,216
758
$160M 0.01%
8,171,138
+765,144
759
$160M 0.01%
1,100,845
-64,821
760
$160M 0.01%
1,552,371
+42,273
761
$159M 0.01%
10,356,369
+3,675,500
762
$158M 0.01%
746,870
+516,720
763
$157M 0.01%
921,375
-61,505
764
$157M 0.01%
2,113,267
+403,615
765
$157M 0.01%
1,347,392
-500,183
766
$156M 0.01%
3,066,845
+133,795
767
$156M 0.01%
853,545
-206
768
$156M 0.01%
2,316,653
+167,554
769
$156M 0.01%
2,147,319
+574,273
770
$155M 0.01%
3,574,318
+216,497
771
$155M 0.01%
3,824,716
+1,292,264
772
$154M 0.01%
2,593,283
+294,084
773
$153M 0.01%
10,977,415
+4,198,587
774
$153M 0.01%
872,571
-1,415
775
$152M 0.01%
2,169,361
+100,130