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
1401
$50.2M ﹤0.01%
1,375,021
+457,279
1402
$50.1M ﹤0.01%
989,929
+89,483
1403
$50M ﹤0.01%
1,384,311
+151,890
1404
$50M ﹤0.01%
432,349
+165,738
1405
$49.9M ﹤0.01%
230,588
+93,270
1406
$49.9M ﹤0.01%
1,398,076
+1,104,820
1407
$49.8M ﹤0.01%
544,292
+232,924
1408
$49.8M ﹤0.01%
1,507,182
+1,107,897
1409
$49.7M ﹤0.01%
1,025,939
+219,282
1410
$49.6M ﹤0.01%
1,312,231
+133,994
1411
$49.6M ﹤0.01%
995,234
+4,995
1412
$49.5M ﹤0.01%
1,360,834
+514,938
1413
$49.5M ﹤0.01%
4,330,852
-646,026
1414
$49.4M ﹤0.01%
1,936,604
-174,980
1415
$49.4M ﹤0.01%
1,954,075
+164,951
1416
$49.4M ﹤0.01%
948,141
+314,092
1417
$49.4M ﹤0.01%
1,072,478
+58,516
1418
$49.4M ﹤0.01%
244,757
+104,917
1419
$49.3M ﹤0.01%
371,381
+71,112
1420
$49.3M ﹤0.01%
1,667,137
+329,050
1421
$49.2M ﹤0.01%
1,071,831
+682,914
1422
$49.1M ﹤0.01%
944,635
+632,281
1423
$48.9M ﹤0.01%
3,638,201
+353,788
1424
$48.7M ﹤0.01%
1,926,881
+171,820
1425
$48.7M ﹤0.01%
403,816
+56,182