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
1026
$92.3M 0.01%
3,453,528
+593,718
1027
$92.1M 0.01%
1,322,424
-19,673
1028
$92.1M 0.01%
575,943
+142,277
1029
$91.5M 0.01%
1,958,116
+708,001
1030
$91.5M 0.01%
1,263,896
+597,052
1031
$91.4M 0.01%
810,652
+159,131
1032
$91.2M 0.01%
1,836,992
-848,894
1033
$91.2M 0.01%
452,413
+135,986
1034
$90.8M 0.01%
1,695,050
-110,847
1035
$90.5M 0.01%
703,858
+167,404
1036
$90.4M 0.01%
694,323
-5,358
1037
$90.4M 0.01%
716,130
+79,571
1038
$90.3M 0.01%
1,869,872
+298,895
1039
$90.2M 0.01%
2,120,876
+60,670
1040
$90.2M 0.01%
946,477
+100,984
1041
$90M 0.01%
453,524
+104,451
1042
$89.7M 0.01%
955,101
+29,765
1043
$89.4M 0.01%
1,269,527
+770,705
1044
$89.3M 0.01%
714,120
+45,177
1045
$89.3M 0.01%
804,211
+389,715
1046
$89.1M 0.01%
644,869
+83,194
1047
$88.8M 0.01%
6,239,050
+390,127
1048
$88.4M 0.01%
4,467,525
+41,367
1049
$88.3M 0.01%
926,076
+44,323
1050
$88.2M 0.01%
1,524,808
+86,395