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
1451
$47.2M ﹤0.01%
1,386,770
+175,261
1452
$47.2M ﹤0.01%
809,523
+186,115
1453
$47.1M ﹤0.01%
3,967,999
+1,485,042
1454
$47.1M ﹤0.01%
2,254,432
+130,582
1455
$47.1M ﹤0.01%
400,039
-40,000
1456
$46.9M ﹤0.01%
1,714,049
+1,368,888
1457
$46.8M ﹤0.01%
147,408
+27,157
1458
$46.7M ﹤0.01%
440,700
+90,226
1459
$46.7M ﹤0.01%
2,170,515
+34,878
1460
$46.7M ﹤0.01%
1,757,817
+532,757
1461
$46.6M ﹤0.01%
1,864,283
+981,126
1462
$46.5M ﹤0.01%
797,016
+10,576
1463
$46.5M ﹤0.01%
1,330,754
+312,620
1464
$46.5M ﹤0.01%
1,574,488
+1,395,900
1465
$46.5M ﹤0.01%
291,962
-902
1466
$46.3M ﹤0.01%
302,199
-440,068
1467
$46.3M ﹤0.01%
578,309
+60,456
1468
$46.3M ﹤0.01%
5,627,552
+1,559,900
1469
$46M ﹤0.01%
2,367,358
+1,486,570
1470
$46M ﹤0.01%
1,729,927
-56,346
1471
$45.9M ﹤0.01%
2,065,116
+305,271
1472
$45.9M ﹤0.01%
1,127,860
+81,101
1473
$45.9M ﹤0.01%
807,745
+210,188
1474
$45.8M ﹤0.01%
500,597
-25,444
1475
$45.8M ﹤0.01%
1,431,191
+86,119