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
1376
$52M ﹤0.01%
410,726
+33,854
1377
$51.9M ﹤0.01%
658,305
+389,036
1378
$51.8M ﹤0.01%
733,468
+225,643
1379
$51.8M ﹤0.01%
3,423,794
+1,210,172
1380
$51.7M ﹤0.01%
996,176
+29,323
1381
$51.7M ﹤0.01%
1,094,409
+9,996
1382
$51.7M ﹤0.01%
597,807
+231,029
1383
$51.6M ﹤0.01%
611,832
+11,600
1384
$51.6M ﹤0.01%
1,346,229
+527,806
1385
$51.4M ﹤0.01%
122,679
+94,156
1386
$51.4M ﹤0.01%
532,471
+265,739
1387
$51.4M ﹤0.01%
1,088,539
+174,801
1388
$51.3M ﹤0.01%
652,974
+35,610
1389
$51.2M ﹤0.01%
109,019
+29,208
1390
$51.2M ﹤0.01%
698,969
+298,246
1391
$50.8M ﹤0.01%
451,048
-41,624
1392
$50.8M ﹤0.01%
1,714,801
+1,711,762
1393
$50.7M ﹤0.01%
82,418
+16,167
1394
$50.6M ﹤0.01%
619,742
+54,230
1395
$50.6M ﹤0.01%
2,308,471
+1,425,454
1396
$50.6M ﹤0.01%
498,980
+97,354
1397
$50.4M ﹤0.01%
805,738
+117,434
1398
$50.4M ﹤0.01%
395,975
+118,028
1399
$50.3M ﹤0.01%
752,993
+166,231
1400
$50.3M ﹤0.01%
3,086,104
+233,561