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
1201
$67.9M 0.01%
3,202,623
+433,948
1202
$67.8M 0.01%
1,994,185
+53,459
1203
$67.8M 0.01%
554,602
+566
1204
$67.7M 0.01%
3,384,451
-95,260
1205
$67.7M 0.01%
3,143,450
+58,449
1206
$67.7M 0.01%
3,324,923
+865,387
1207
$67.6M 0.01%
667,665
+238,202
1208
$67.3M 0.01%
689,183
+155,400
1209
$67M 0.01%
879,786
-95,917
1210
$66.9M 0.01%
1,217,814
+302,930
1211
$66.7M 0.01%
2,445,778
-279,169
1212
$66.7M 0.01%
549,132
+333,096
1213
$66.5M 0.01%
1,574,355
+1,396,063
1214
$66.4M 0.01%
3,022,549
+1,801,312
1215
$66.1M 0.01%
821,373
+372,852
1216
$66M 0.01%
1,514,720
+750,326
1217
$66M 0.01%
1,771,450
+120,826
1218
$66M 0.01%
444,559
-28,462
1219
$66M 0.01%
381,203
+63,730
1220
$65.9M 0.01%
181,277
+28,222
1221
$65.5M 0.01%
1,706,419
-23,416
1222
$65.5M 0.01%
705,982
+286,853
1223
$65.3M 0.01%
1,741,586
+77,903
1224
$65.3M 0.01%
706,489
+145,324
1225
$65.3M 0.01%
560,879
+220,333