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
1726
$32.3M ﹤0.01%
1,105,931
-7,378
1727
$32.3M ﹤0.01%
439,312
+46,967
1728
$32.1M ﹤0.01%
11,774,682
+10,975,362
1729
$32.1M ﹤0.01%
1,799,590
-364
1730
$32M ﹤0.01%
2,301,804
+1,220,862
1731
$32M ﹤0.01%
207,784
-15,760
1732
$32M ﹤0.01%
2,550,059
-86,087
1733
$31.9M ﹤0.01%
747,451
+16,141
1734
$31.8M ﹤0.01%
2,633,969
+297,342
1735
$31.8M ﹤0.01%
202,753
-1,578
1736
$31.7M ﹤0.01%
911,022
+746,196
1737
$31.7M ﹤0.01%
182,971
+4,083
1738
$31.6M ﹤0.01%
1,096,727
+312,475
1739
$31.6M ﹤0.01%
1,022,501
-39,344
1740
$31.6M ﹤0.01%
579,156
-97,993
1741
$31.6M ﹤0.01%
90,398
+1,367
1742
$31.6M ﹤0.01%
1,157,655
-720,968
1743
$31.6M ﹤0.01%
750,073
+179,685
1744
$31.5M ﹤0.01%
321,941
+117,771
1745
$31.5M ﹤0.01%
982,791
+728,277
1746
$31.5M ﹤0.01%
2,006,977
-21,243
1747
$31.4M ﹤0.01%
506,735
-674
1748
$31.4M ﹤0.01%
218,785
+13,730
1749
$31.3M ﹤0.01%
1,127,386
+31,109
1750
$31.3M ﹤0.01%
164,318
+44,355