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
1551
$41M ﹤0.01%
960,374
-41,595
1552
$41M ﹤0.01%
1,909,758
-98,924
1553
$41M ﹤0.01%
181,565
+1,946
1554
$40.9M ﹤0.01%
643,232
+226,383
1555
$40.8M ﹤0.01%
2,568,153
+899,377
1556
$40.8M ﹤0.01%
1,939,566
+329,664
1557
$40.7M ﹤0.01%
2,407,520
-101,948
1558
$40.7M ﹤0.01%
487,681
+279,919
1559
$40.7M ﹤0.01%
884,495
-77,427
1560
$40.6M ﹤0.01%
364,432
+75,957
1561
$40.5M ﹤0.01%
793,547
+142,213
1562
$40.5M ﹤0.01%
217,741
-39,389
1563
$40.5M ﹤0.01%
1,667,815
+401,479
1564
$40.5M ﹤0.01%
610,485
+274,086
1565
$40.4M ﹤0.01%
559,192
+117,623
1566
$40.3M ﹤0.01%
492,792
-326,537
1567
$40.3M ﹤0.01%
556,897
+16,029
1568
$40.3M ﹤0.01%
560,635
-558,416
1569
$40.3M ﹤0.01%
925,886
+91,071
1570
$40.1M ﹤0.01%
1,366,452
+941,394
1571
$40.1M ﹤0.01%
119,083
+49,273
1572
$40.1M ﹤0.01%
444,766
+17,380
1573
$40M ﹤0.01%
675,957
-509,492
1574
$40M ﹤0.01%
3,299,472
-216,028
1575
$39.9M ﹤0.01%
1,111,452
+213,760