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
1751
$31.2M ﹤0.01%
1,206,428
+113,568
1752
$31.2M ﹤0.01%
677,226
+128,324
1753
$31.1M ﹤0.01%
2,838,036
+982,464
1754
$31M ﹤0.01%
296,235
+72,227
1755
$31M ﹤0.01%
359,458
+69,637
1756
$30.8M ﹤0.01%
1,153,112
-209,526
1757
$30.7M ﹤0.01%
287,775
+13,090
1758
$30.7M ﹤0.01%
430,059
+380,110
1759
$30.7M ﹤0.01%
515,523
+23,801
1760
$30.7M ﹤0.01%
1,144,831
+334,907
1761
$30.7M ﹤0.01%
304,174
+19,384
1762
$30.7M ﹤0.01%
700,171
+443,653
1763
$30.6M ﹤0.01%
2,027,651
-269,560
1764
$30.5M ﹤0.01%
265,069
+1,894
1765
$30.5M ﹤0.01%
771,625
+24,088
1766
$30.5M ﹤0.01%
175,037
+1,068
1767
$30.5M ﹤0.01%
644,411
+18,214
1768
$30.4M ﹤0.01%
554,462
+179,353
1769
$30.4M ﹤0.01%
933,787
+106,907
1770
$30.3M ﹤0.01%
879,929
+2,446
1771
$30.3M ﹤0.01%
393,001
+377,260
1772
$30.3M ﹤0.01%
3,363,279
+185,497
1773
$30.2M ﹤0.01%
1,593,766
+877,632
1774
$30.2M ﹤0.01%
929,267
+70,461
1775
$30.2M ﹤0.01%
3,397,631
+1,373,561