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
801
$144M 0.01%
4,204,493
-132,924
802
$144M 0.01%
7,101,918
+1,638,169
803
$143M 0.01%
1,990,514
+186,002
804
$143M 0.01%
1,839,753
+303,925
805
$143M 0.01%
1,189,888
+132,562
806
$143M 0.01%
2,391,117
-65,945
807
$143M 0.01%
2,486,439
-551,408
808
$143M 0.01%
3,482,508
+419,429
809
$143M 0.01%
1,430,465
+251,015
810
$142M 0.01%
3,081,051
+411,772
811
$142M 0.01%
1,422,940
-50,233
812
$142M 0.01%
6,118,416
+519,090
813
$141M 0.01%
3,524,728
+1,019,446
814
$141M 0.01%
2,213,685
+1,245,352
815
$141M 0.01%
1,128,037
+53,386
816
$141M 0.01%
880,851
+317,952
817
$141M 0.01%
2,215,180
+323,749
818
$140M 0.01%
1,256,387
+284,262
819
$140M 0.01%
2,975,615
+2,481,706
820
$140M 0.01%
1,308,594
-129,101
821
$139M 0.01%
5,685,159
+2,457,355
822
$139M 0.01%
1,095,707
+257,851
823
$138M 0.01%
2,169,168
-12,670
824
$138M 0.01%
6,017,355
-505,857
825
$138M 0.01%
3,114,448
-30,167