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
1126
$79.2M 0.01%
1,849,302
+1,003,268
1127
$79.1M 0.01%
41,055
-398
1128
$78.9M 0.01%
819,680
-18,026
1129
$78.9M 0.01%
254,018
+93,779
1130
$78.7M 0.01%
991,315
-672,597
1131
$78.7M 0.01%
825,428
-3,871
1132
$78.3M 0.01%
1,387,218
+257,879
1133
$78.3M 0.01%
1,771,241
+268,824
1134
$78.3M 0.01%
2,246,532
+242,397
1135
$77.9M 0.01%
65,945
+20,514
1136
$77.4M 0.01%
4,785,092
+47,984
1137
$77.3M 0.01%
355,821
+77,097
1138
$77.2M 0.01%
349,853
+63,611
1139
$77M 0.01%
1,279,474
+304,760
1140
$76.9M 0.01%
1,000,644
+265,126
1141
$76.7M 0.01%
749,267
+647,561
1142
$76.5M 0.01%
723,791
+133,193
1143
$76.4M 0.01%
2,578,990
-963,809
1144
$76.4M 0.01%
2,630,713
+181,522
1145
$76.3M 0.01%
2,698,418
+156,122
1146
$76M 0.01%
1,492,990
+215,468
1147
$75.8M 0.01%
2,756,126
+1,350,857
1148
$75.8M 0.01%
718,302
-50,758
1149
$75.6M 0.01%
8,084,092
+2,698,126
1150
$74.9M 0.01%
2,400,768
+1,298,685