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
1901
$25.7M ﹤0.01%
239,135
+81,197
1902
$25.7M ﹤0.01%
8,948,774
+2,762,713
1903
$25.7M ﹤0.01%
668,202
+172,852
1904
$25.7M ﹤0.01%
352,880
+129,007
1905
$25.7M ﹤0.01%
217,519
+8,298
1906
$25.6M ﹤0.01%
661,994
-18,965
1907
$25.6M ﹤0.01%
1,544,359
+75,827
1908
$25.6M ﹤0.01%
2,937,453
+439,538
1909
$25.5M ﹤0.01%
230,235
+1,813
1910
$25.5M ﹤0.01%
2,492,918
+495,070
1911
$25.4M ﹤0.01%
475,377
-34,908
1912
$25.4M ﹤0.01%
1,699,872
+147,990
1913
$25.3M ﹤0.01%
731,550
+126,592
1914
$25.3M ﹤0.01%
318,608
+67,892
1915
$25.3M ﹤0.01%
1,039,797
+213,334
1916
$25.3M ﹤0.01%
1,393,292
+329,428
1917
$25.2M ﹤0.01%
833,221
+53,567
1918
$25.2M ﹤0.01%
395,981
-38,808
1919
$25.1M ﹤0.01%
428,231
+88,190
1920
$25M ﹤0.01%
1,204,921
-1,577,449
1921
$25M ﹤0.01%
760,257
+237,369
1922
$25M ﹤0.01%
310,914
+84,788
1923
$24.9M ﹤0.01%
177,926
-958,255
1924
$24.9M ﹤0.01%
496,568
+42,462
1925
$24.9M ﹤0.01%
194,940
+49,907