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
1051
$88M 0.01%
1,414,160
+116,474
1052
$87.9M 0.01%
12,135
+5,607
1053
$87.9M 0.01%
266,826
+171,476
1054
$87.6M 0.01%
2,995,342
+402,744
1055
$87.5M 0.01%
1,417,862
+51,540
1056
$87.5M 0.01%
1,856,487
+302,643
1057
$86.9M 0.01%
1,067,148
+156,176
1058
$86.6M 0.01%
993,674
+87,631
1059
$86.3M 0.01%
4,616,336
+124,646
1060
$86.2M 0.01%
1,871,050
+19,952
1061
$86.2M 0.01%
764,773
+62,705
1062
$86.1M 0.01%
1,886,198
+24,945
1063
$85.7M 0.01%
3,160,649
+1,905,112
1064
$85.5M 0.01%
2,914,435
-368,145
1065
$85.5M 0.01%
3,650,399
+136,761
1066
$85.4M 0.01%
1,818,332
+99,108
1067
$85.3M 0.01%
223,382
+79,718
1068
$85.2M 0.01%
4,876,931
+754,576
1069
$85.1M 0.01%
1,118,929
+263,239
1070
$84.9M 0.01%
2,107,576
-314,809
1071
$84.8M 0.01%
1,586,374
+1,606
1072
$84.8M 0.01%
599,755
+80,174
1073
$84.8M 0.01%
451,234
+159,495
1074
$84.6M 0.01%
1,542,527
-131,660
1075
$84.4M 0.01%
3,393,459
-5,079,974