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
976
$98.6M 0.01%
4,541,535
+670,616
977
$98.4M 0.01%
1,099,497
-46,762
978
$98.3M 0.01%
2,536,715
+554,452
979
$98.2M 0.01%
5,042,919
+249,136
980
$98.2M 0.01%
1,265,342
+346,866
981
$98.2M 0.01%
1,739,465
+193,583
982
$98.1M 0.01%
4,738,806
-2,559,896
983
$97.8M 0.01%
10,204,883
+4,949,797
984
$97.8M 0.01%
1,624,034
-1,042,772
985
$97.7M 0.01%
943,889
-262,082
986
$97.6M 0.01%
717,405
+45,732
987
$97.6M 0.01%
4,708,204
+1,817,845
988
$97.5M 0.01%
1,477,146
+487,842
989
$97.1M 0.01%
1,502,259
+579,130
990
$97.1M 0.01%
2,563,399
-48,175
991
$97M 0.01%
2,280,894
+573,556
992
$96.9M 0.01%
3,196,507
+1,454,795
993
$96.7M 0.01%
1,450,253
-38,094
994
$96.5M 0.01%
814,910
+211,312
995
$96.3M 0.01%
1,766,921
+410,484
996
$96.3M 0.01%
1,880,927
+424,203
997
$96M 0.01%
1,115,592
-362,928
998
$95.9M 0.01%
3,382,656
-151,887
999
$95.8M 0.01%
734,248
+32,507
1000
$95.7M 0.01%
5,756,536
+306,260