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
1776
$30.2M ﹤0.01%
419,992
+66,971
1777
$30.1M ﹤0.01%
160,581
+20,106
1778
$30M ﹤0.01%
1,279,466
+470,456
1779
$30M ﹤0.01%
2,049,888
+1,551,346
1780
$30M ﹤0.01%
136,338
+83,631
1781
$29.9M ﹤0.01%
385,810
+200,237
1782
$29.9M ﹤0.01%
790,812
+320,901
1783
$29.9M ﹤0.01%
1,214,200
-1,135,978
1784
$29.8M ﹤0.01%
437,408
+248,554
1785
$29.8M ﹤0.01%
1,444,932
+644,858
1786
$29.7M ﹤0.01%
1,260,959
+807,753
1787
$29.7M ﹤0.01%
564,150
+8,715
1788
$29.5M ﹤0.01%
743,131
+440,177
1789
$29.5M ﹤0.01%
607,939
+119,655
1790
$29.4M ﹤0.01%
91,384
+37,278
1791
$29.4M ﹤0.01%
5,343,450
-22,799,145
1792
$29.3M ﹤0.01%
223,422
+34,043
1793
$29.3M ﹤0.01%
650,258
-5,182
1794
$29.3M ﹤0.01%
642,294
+92,255
1795
$29.3M ﹤0.01%
2,887,186
-73,161
1796
$29.2M ﹤0.01%
627,729
+568,085
1797
$29.2M ﹤0.01%
1,383,154
+850,133
1798
$29.2M ﹤0.01%
3,308,196
+1,181,358
1799
$29M ﹤0.01%
462,551
+25,500
1800
$29M ﹤0.01%
1,682,299
+146,340