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
101
$2.46B 0.2%
21,108,539
+2,298,251
102
$2.44B 0.2%
4,020,398
+169,758
103
$2.44B 0.2%
14,690,562
+2,687,400
104
$2.43B 0.2%
52,506,795
-20,667,626
105
$2.38B 0.19%
14,991,900
+35,820
106
$2.37B 0.19%
8,691,522
+1,307,677
107
$2.36B 0.19%
16,879,891
+152,857
108
$2.34B 0.19%
33,017,204
+12,491,399
109
$2.34B 0.19%
31,833,015
+7,806,049
110
$2.27B 0.18%
32,058,674
+479,594
111
$2.17B 0.18%
42,562,134
+9,259,859
112
$2.14B 0.17%
26,490,507
+391,815
113
$2.11B 0.17%
12,244,721
+1,317,644
114
$2.07B 0.17%
31,512,022
+24,332,182
115
$2.06B 0.17%
18,352,837
+635,157
116
$2.05B 0.17%
6,204,601
+1,467,525
117
$2.04B 0.17%
15,585,427
+355,582
118
$2.04B 0.16%
6,531,453
+230,311
119
$2.03B 0.16%
13,198,982
+1,463,235
120
$2.01B 0.16%
18,473,457
+1,518,967
121
$1.99B 0.16%
22,199,400
+1,765,793
122
$1.99B 0.16%
24,108,411
+593,171
123
$1.97B 0.16%
3,959,699
-86,477
124
$1.91B 0.15%
17,086,357
+762,995
125
$1.88B 0.15%
17,181,584
-889,025