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
1301
$57.5M ﹤0.01%
883,558
-1,255,660
1302
$57.5M ﹤0.01%
2,903,205
+67,535
1303
$57.5M ﹤0.01%
9,192,213
+3,374,723
1304
$57.4M ﹤0.01%
585,464
+68,131
1305
$57.3M ﹤0.01%
1,186,849
-35,440
1306
$57.3M ﹤0.01%
3,417,846
+47,559
1307
$57.2M ﹤0.01%
1,688,681
-62,921
1308
$57.2M ﹤0.01%
945,137
+225,158
1309
$57.2M ﹤0.01%
1,264,692
+409,648
1310
$57.1M ﹤0.01%
253,464
-4,104
1311
$57.1M ﹤0.01%
7,979,139
+2,990,156
1312
$57M ﹤0.01%
1,107,107
+143,509
1313
$56.9M ﹤0.01%
305,591
+2,005
1314
$56.6M ﹤0.01%
1,580,781
+92,759
1315
$56.6M ﹤0.01%
2,817,333
+1,179,573
1316
$56.6M ﹤0.01%
4,410,501
-103,804
1317
$56.5M ﹤0.01%
215,730
-327,523
1318
$56.5M ﹤0.01%
8,539,760
+1,817,995
1319
$56.4M ﹤0.01%
1,470,867
+295,636
1320
$56.2M ﹤0.01%
4,404,477
-2,356,593
1321
$56.2M ﹤0.01%
1,816,172
+278,920
1322
$56.2M ﹤0.01%
4,456,345
+572,257
1323
$56.2M ﹤0.01%
606,184
+519,097
1324
$56.1M ﹤0.01%
2,170,172
+821,310
1325
$56.1M ﹤0.01%
2,701,846
+266,150