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
1876
$26.5M ﹤0.01%
1,145,542
-762,821
1877
$26.5M ﹤0.01%
499,507
+155,785
1878
$26.4M ﹤0.01%
540,630
+4,374
1879
$26.4M ﹤0.01%
261,932
+182,594
1880
$26.3M ﹤0.01%
1,055,964
+247,912
1881
$26.3M ﹤0.01%
516,127
+259,591
1882
$26.3M ﹤0.01%
386,261
-84,008
1883
$26.2M ﹤0.01%
773,255
+167,952
1884
$26.2M ﹤0.01%
437,125
+141,739
1885
$26.2M ﹤0.01%
702,840
+323,953
1886
$26.2M ﹤0.01%
1,057,523
+215,582
1887
$26.2M ﹤0.01%
596,796
-27,720
1888
$26.1M ﹤0.01%
1,533,683
+772,212
1889
$26.1M ﹤0.01%
283,870
-4,391
1890
$26.1M ﹤0.01%
1,976,362
+59,937
1891
$26M ﹤0.01%
137,523
+49,961
1892
$26M ﹤0.01%
436,358
+275,100
1893
$26M ﹤0.01%
1,057,231
+22,221
1894
$25.9M ﹤0.01%
453,493
+75,857
1895
$25.9M ﹤0.01%
1,071,989
+1,036,860
1896
$25.9M ﹤0.01%
1,177,091
+149,574
1897
$25.9M ﹤0.01%
1,067,702
+332,334
1898
$25.8M ﹤0.01%
1,808,055
-10,955
1899
$25.8M ﹤0.01%
250,024
+49,440
1900
$25.7M ﹤0.01%
277,076
-223,863