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
1701
$33.5M ﹤0.01%
348,615
-11,067
1702
$33.4M ﹤0.01%
3,646,009
+2,386,680
1703
$33.4M ﹤0.01%
876,732
+326,289
1704
$33.4M ﹤0.01%
3,784,246
+3,710,993
1705
$33.3M ﹤0.01%
1,135,592
+730,690
1706
$33.2M ﹤0.01%
1,004,667
+71,478
1707
$33.2M ﹤0.01%
183,279
+90,211
1708
$33.2M ﹤0.01%
392,592
-9,695
1709
$33M ﹤0.01%
1,094,369
+807,406
1710
$33M ﹤0.01%
196,567
+10,537
1711
$33M ﹤0.01%
726,067
-10,328
1712
$33M ﹤0.01%
696,038
+18,227
1713
$32.9M ﹤0.01%
1,034,252
+292,525
1714
$32.8M ﹤0.01%
192,991
-25,513
1715
$32.8M ﹤0.01%
727,282
-17,751
1716
$32.8M ﹤0.01%
1,341,734
+888,377
1717
$32.8M ﹤0.01%
599,571
+36,236
1718
$32.7M ﹤0.01%
946,850
+511,899
1719
$32.7M ﹤0.01%
909,119
+58,280
1720
$32.6M ﹤0.01%
3,650,843
-3,188,345
1721
$32.6M ﹤0.01%
4,097,250
+300,828
1722
$32.6M ﹤0.01%
1,075,333
-2,717
1723
$32.5M ﹤0.01%
304,070
+87,380
1724
$32.5M ﹤0.01%
981,259
-35,480
1725
$32.5M ﹤0.01%
1,293,235
+953,785