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
1151
$74.6M 0.01%
744,383
+365,821
1152
$74.4M 0.01%
3,245,245
+540,944
1153
$74.2M 0.01%
409,946
-600
1154
$74.1M 0.01%
844,046
+181,721
1155
$74.1M 0.01%
466,320
+6,292
1156
$74M 0.01%
1,492,379
+251,446
1157
$74M 0.01%
955,134
+453,027
1158
$73.7M 0.01%
239,223
+60,146
1159
$73.5M 0.01%
744,594
+211,976
1160
$73.4M 0.01%
391,835
-144,300
1161
$73.2M 0.01%
4,410,571
-128,984
1162
$73.1M 0.01%
3,762,241
+119,824
1163
$72.8M 0.01%
1,293,222
-400,695
1164
$72.8M 0.01%
460,175
+171,003
1165
$72.7M 0.01%
167,513
+25,565
1166
$72.5M 0.01%
6,242,246
+5,394,741
1167
$72.4M 0.01%
1,102,512
+138,753
1168
$72.3M 0.01%
1,586,418
-1,117,326
1169
$72M 0.01%
1,043,673
+123,428
1170
$71.9M 0.01%
1,442,846
+246,118
1171
$71.9M 0.01%
1,722,215
+350,255
1172
$71.8M 0.01%
1,137,559
+332,535
1173
$71.7M 0.01%
1,464,642
+625,631
1174
$71.6M 0.01%
529,844
+152,774
1175
$71.5M 0.01%
288,406
+35,623