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
1801
$29M ﹤0.01%
279,232
+97,577
1802
$29M ﹤0.01%
1,162,964
+224,319
1803
$29M ﹤0.01%
1,086,948
-95,588
1804
$29M ﹤0.01%
488,914
+182,104
1805
$29M ﹤0.01%
575,533
+188,910
1806
$28.9M ﹤0.01%
404,391
+157,736
1807
$28.9M ﹤0.01%
620,039
+61,398
1808
$28.9M ﹤0.01%
1,369,896
-79,225
1809
$28.8M ﹤0.01%
645,425
-81,373
1810
$28.8M ﹤0.01%
1,896,058
+662,824
1811
$28.7M ﹤0.01%
1,178,893
+238,829
1812
$28.7M ﹤0.01%
314,625
-252,026
1813
$28.7M ﹤0.01%
3,090,512
+2,711,009
1814
$28.7M ﹤0.01%
672,893
+135,853
1815
$28.7M ﹤0.01%
461,757
+50,469
1816
$28.7M ﹤0.01%
1,377,475
+970,222
1817
$28.6M ﹤0.01%
303,716
+36,205
1818
$28.5M ﹤0.01%
1,840,609
+64,225
1819
$28.5M ﹤0.01%
274,652
-7,589
1820
$28.4M ﹤0.01%
286,107
-11,708
1821
$28.3M ﹤0.01%
807,567
+260,179
1822
$28.3M ﹤0.01%
538,930
-17,871
1823
$28.3M ﹤0.01%
1,186,655
+193,498
1824
$28.3M ﹤0.01%
97,081
+30,123
1825
$28.3M ﹤0.01%
482,318
+151,274