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
1501
$44.2M ﹤0.01%
692,145
+82,526
1502
$44.2M ﹤0.01%
1,155,865
+163,260
1503
$44M ﹤0.01%
987,996
+49,412
1504
$43.9M ﹤0.01%
1,811,475
+242,684
1505
$43.9M ﹤0.01%
541,509
-16,449
1506
$43.8M ﹤0.01%
1,102,648
+322,676
1507
$43.7M ﹤0.01%
987,812
-560,692
1508
$43.7M ﹤0.01%
1,443,213
+1,166,516
1509
$43.5M ﹤0.01%
1,563,450
-10,192
1510
$43.5M ﹤0.01%
301,060
-262
1511
$43.2M ﹤0.01%
219,514
+57,185
1512
$43M ﹤0.01%
894,856
+192,899
1513
$43M ﹤0.01%
273,607
+64,189
1514
$42.9M ﹤0.01%
353,722
-78,505
1515
$42.9M ﹤0.01%
851,060
+150,198
1516
$42.8M ﹤0.01%
756,388
-20,274
1517
$42.8M ﹤0.01%
4,937,876
+1,359,121
1518
$42.8M ﹤0.01%
385,271
-13,435
1519
$42.7M ﹤0.01%
738,110
+60,882
1520
$42.5M ﹤0.01%
1,517,097
+717,890
1521
$42.4M ﹤0.01%
526,343
+23,581
1522
$42.4M ﹤0.01%
746,719
-731,480
1523
$42.3M ﹤0.01%
519,753
+159,119
1524
$42.3M ﹤0.01%
1,081,320
-147,122
1525
$42.3M ﹤0.01%
2,431,577
+239,873