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
1101
$81.5M 0.01%
462,502
+20,435
1102
$81.5M 0.01%
245,961
+28,133
1103
$81.4M 0.01%
913,168
+499,267
1104
$81.2M 0.01%
8,995,457
+1,224,346
1105
$81.2M 0.01%
5,664,396
+828,326
1106
$81.2M 0.01%
823,117
+115,186
1107
$81.2M 0.01%
841,141
-327,860
1108
$81M 0.01%
835,808
+233,955
1109
$81M 0.01%
693,789
+287,738
1110
$80.7M 0.01%
1,226,530
+490,624
1111
$80.7M 0.01%
5,919,756
+577,724
1112
$80.6M 0.01%
586,751
+8,499
1113
$80.5M 0.01%
2,980,171
+1,583,437
1114
$80.4M 0.01%
796,391
+195,711
1115
$80.2M 0.01%
1,127,528
-119,821
1116
$80.2M 0.01%
856,667
+314,472
1117
$80.2M 0.01%
+1,343,067
1118
$80.1M 0.01%
1,303,461
+163,404
1119
$79.8M 0.01%
644,767
+220,294
1120
$79.8M 0.01%
605,498
+218,391
1121
$79.7M 0.01%
3,011,013
+188,960
1122
$79.7M 0.01%
292,787
+87,207
1123
$79.5M 0.01%
830,506
+211,491
1124
$79.4M 0.01%
512,161
+7,563
1125
$79.3M 0.01%
550,721
+22,814