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
1601
$38.5M ﹤0.01%
490,655
+28,450
1602
$38.4M ﹤0.01%
2,884,315
+2,797,767
1603
$38.4M ﹤0.01%
1,960,883
+940,146
1604
$38.4M ﹤0.01%
975,667
+440,452
1605
$38.4M ﹤0.01%
518,783
+255,456
1606
$38.3M ﹤0.01%
498,701
+273,553
1607
$38.1M ﹤0.01%
1,491,313
+560,854
1608
$38.1M ﹤0.01%
640,036
+11,654
1609
$38.1M ﹤0.01%
1,937,118
+663,368
1610
$38.1M ﹤0.01%
422,369
+328,339
1611
$38M ﹤0.01%
911,724
-10,687
1612
$37.9M ﹤0.01%
1,764,817
+274,557
1613
$37.8M ﹤0.01%
1,415,946
+1,031,241
1614
$37.8M ﹤0.01%
1,947,657
+1,267,282
1615
$37.6M ﹤0.01%
160,571
+52,919
1616
$37.6M ﹤0.01%
571,991
-871
1617
$37.5M ﹤0.01%
1,846,180
+525,703
1618
$37.4M ﹤0.01%
816,495
+473,625
1619
$37.4M ﹤0.01%
327,159
+239,459
1620
$37.3M ﹤0.01%
332,168
+45,668
1621
$37.2M ﹤0.01%
547,152
-33,018
1622
$37.2M ﹤0.01%
1,651,995
+57,293
1623
$37.2M ﹤0.01%
402,391
+137,853
1624
$37.2M ﹤0.01%
30,949
+149
1625
$37.2M ﹤0.01%
745,087
+126,490