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
126
$1.87B 0.15%
18,969,107
+841,598
127
$1.87B 0.15%
32,681,222
+1,427,106
128
$1.85B 0.15%
31,338,642
+358,327
129
$1.85B 0.15%
6,041,293
+294,211
130
$1.84B 0.15%
6,845,732
-618,158
131
$1.79B 0.14%
3,607,811
+44,649
132
$1.75B 0.14%
18,826,571
+272,559
133
$1.74B 0.14%
7,143,588
+634,474
134
$1.74B 0.14%
34,351,171
+6,296,047
135
$1.73B 0.14%
6,403,085
+455,607
136
$1.71B 0.14%
24,104,477
+3,341,732
137
$1.69B 0.14%
9,897,094
+2,251,777
138
$1.68B 0.14%
15,986,998
-1,784,574
139
$1.67B 0.13%
25,441,980
+488,389
140
$1.64B 0.13%
8,579,964
+431,416
141
$1.63B 0.13%
16,586,858
+229,648
142
$1.61B 0.13%
7,066,374
+550,718
143
$1.6B 0.13%
5,148,736
+1,268,192
144
$1.6B 0.13%
23,601,740
+1,193,468
145
$1.6B 0.13%
5,429,570
+423
146
$1.6B 0.13%
13,090,588
-15,274
147
$1.58B 0.13%
11,310,388
+13,354
148
$1.58B 0.13%
8,983,899
+597,949
149
$1.57B 0.13%
12,126,875
+1,281,721
150
$1.57B 0.13%
12,142,352
-1,598,204