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
1226
$65M 0.01%
437,476
+95,817
1227
$65M 0.01%
7,417,978
-27,131
1228
$64.9M 0.01%
878,476
+259,688
1229
$64.8M 0.01%
438,316
+72,952
1230
$64.8M 0.01%
2,381,141
+1,962,084
1231
$64.6M 0.01%
1,112,766
+239,634
1232
$64.5M 0.01%
792,063
+33,261
1233
$64.2M 0.01%
2,386,547
+529,814
1234
$64.1M 0.01%
875,334
+355,792
1235
$64.1M 0.01%
663,787
+301,260
1236
$64M 0.01%
1,681,337
+313,643
1237
$63.9M 0.01%
2,071,155
+89,172
1238
$63.9M 0.01%
906,977
-151,791
1239
$63.8M 0.01%
7,858,122
+7,054,140
1240
$63.8M 0.01%
2,019,653
+1,443,090
1241
$63.6M 0.01%
130,596
+44,215
1242
$63.5M 0.01%
6,772,759
+2,465,187
1243
$63.5M 0.01%
716,906
+321,875
1244
$63.5M 0.01%
5,323,178
+610,882
1245
$63.4M 0.01%
240,852
+13,275
1246
$63.2M 0.01%
555,641
+54,603
1247
$63.2M 0.01%
1,538,156
-229,620
1248
$63.2M 0.01%
6,025,775
+4,166,888
1249
$63M 0.01%
2,502,344
+16,775
1250
$62.9M 0.01%
1,034,127
+495,871