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
1276
$60M ﹤0.01%
6,373,020
-194,515
1277
$59.8M ﹤0.01%
546,063
+115,740
1278
$59.7M ﹤0.01%
883,660
+72,709
1279
$59.5M ﹤0.01%
1,207,512
-30,287
1280
$59.4M ﹤0.01%
849,054
+348,224
1281
$59.1M ﹤0.01%
483,356
+57,496
1282
$59M ﹤0.01%
295,378
+106,657
1283
$58.8M ﹤0.01%
1,302,179
+723,568
1284
$58.8M ﹤0.01%
5,714,212
+192,355
1285
$58.8M ﹤0.01%
795,950
+66,344
1286
$58.7M ﹤0.01%
1,440,774
-414,610
1287
$58.5M ﹤0.01%
646,767
+245,398
1288
$58.5M ﹤0.01%
1,581,896
+513,285
1289
$58.3M ﹤0.01%
25,025,882
-1,061,793
1290
$58.1M ﹤0.01%
752,603
+227,371
1291
$58.1M ﹤0.01%
810,644
+170,896
1292
$57.8M ﹤0.01%
631,987
+64,893
1293
$57.8M ﹤0.01%
1,468,987
-1,487,929
1294
$57.8M ﹤0.01%
1,153,606
+157,442
1295
$57.8M ﹤0.01%
1,629,011
-28,749
1296
$57.7M ﹤0.01%
188,254
+6,850
1297
$57.7M ﹤0.01%
433,635
-19,056
1298
$57.7M ﹤0.01%
296,737
+202,630
1299
$57.6M ﹤0.01%
1,669,594
-787,500
1300
$57.5M ﹤0.01%
2,562,795
+1,541,032