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
1951
$23.9M ﹤0.01%
567,536
-146,863
1952
$23.9M ﹤0.01%
2,142,562
+783,229
1953
$23.9M ﹤0.01%
1,062,009
+220,611
1954
$23.9M ﹤0.01%
334,650
-12,984
1955
$23.9M ﹤0.01%
3,268,842
+760,312
1956
$23.8M ﹤0.01%
467,978
+281,900
1957
$23.8M ﹤0.01%
185,135
+53,800
1958
$23.8M ﹤0.01%
347,215
+211,697
1959
$23.8M ﹤0.01%
355,267
+102,160
1960
$23.8M ﹤0.01%
496,633
+24,843
1961
$23.7M ﹤0.01%
133,154
+2,660
1962
$23.7M ﹤0.01%
799,427
+190,363
1963
$23.7M ﹤0.01%
686,940
+124,523
1964
$23.7M ﹤0.01%
83,134
+47,347
1965
$23.6M ﹤0.01%
2,341,385
+92,871
1966
$23.6M ﹤0.01%
2,108,957
-1,558,617
1967
$23.6M ﹤0.01%
345,421
+94,928
1968
$23.5M ﹤0.01%
248,073
+31,910
1969
$23.4M ﹤0.01%
1,365,445
+864,046
1970
$23.4M ﹤0.01%
1,025,425
-13,753
1971
$23.4M ﹤0.01%
1,192,039
+145,446
1972
$23.4M ﹤0.01%
1,180,557
-1,430,288
1973
$23.4M ﹤0.01%
1,061,112
+343,321
1974
$23.4M ﹤0.01%
2,320,214
+601,945
1975
$23.4M ﹤0.01%
668,442
+116,822