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
1626
$37.1M ﹤0.01%
697,389
-116,699
1627
$36.9M ﹤0.01%
1,066,844
-4,692
1628
$36.9M ﹤0.01%
471,378
+4,556
1629
$36.8M ﹤0.01%
4,477,787
+2,938,502
1630
$36.8M ﹤0.01%
125,356
+69,720
1631
$36.7M ﹤0.01%
1,293,249
+402,048
1632
$36.7M ﹤0.01%
369,924
+23,533
1633
$36.6M ﹤0.01%
476,820
+35,843
1634
$36.5M ﹤0.01%
197,961
+122,302
1635
$36.5M ﹤0.01%
1,427,392
+184,854
1636
$36.5M ﹤0.01%
182,644
+146,289
1637
$36.4M ﹤0.01%
284,344
+196,223
1638
$36.4M ﹤0.01%
1,098,572
-29,607
1639
$36.4M ﹤0.01%
630,038
-91,419
1640
$36.4M ﹤0.01%
2,035,389
+1,541,356
1641
$36.3M ﹤0.01%
682,229
-109,406
1642
$36.3M ﹤0.01%
822,806
+405,918
1643
$36.3M ﹤0.01%
793,417
+123,210
1644
$36.2M ﹤0.01%
202,015
+55,194
1645
$36.2M ﹤0.01%
476,466
+48,937
1646
$36.1M ﹤0.01%
550,241
+89,599
1647
$36.1M ﹤0.01%
899,188
+507,742
1648
$36.1M ﹤0.01%
700,867
+23,422
1649
$36.1M ﹤0.01%
716,591
+293,487
1650
$36.1M ﹤0.01%
7,736,626
-1,254,175