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
2076
$20.7M ﹤0.01%
2,657,834
+170,973
2077
$20.7M ﹤0.01%
1,387,612
+32,265
2078
$20.6M ﹤0.01%
384,570
-26,080
2079
$20.6M ﹤0.01%
324,418
-1,005
2080
$20.5M ﹤0.01%
396,717
-18,600
2081
$20.5M ﹤0.01%
1,098,050
-46,027
2082
$20.5M ﹤0.01%
859,151
-520,298
2083
$20.5M ﹤0.01%
613,314
+227,000
2084
$20.4M ﹤0.01%
274,378
+223,700
2085
$20.4M ﹤0.01%
263,742
+129,829
2086
$20.4M ﹤0.01%
382,785
-27,232
2087
$20.3M ﹤0.01%
1,305,726
+1,104,136
2088
$20.3M ﹤0.01%
352,777
-27,157
2089
$20.3M ﹤0.01%
426,937
+27,417
2090
$20.3M ﹤0.01%
1,283,690
+2,414
2091
$20.3M ﹤0.01%
484,014
+166,979
2092
$20.2M ﹤0.01%
191,832
+49,255
2093
$20.2M ﹤0.01%
348,558
-429,082
2094
$20.2M ﹤0.01%
749,326
-45,435
2095
$20.2M ﹤0.01%
1,802,355
+250,580
2096
$20.2M ﹤0.01%
937,633
+276,475
2097
$20.2M ﹤0.01%
327,780
+40,231
2098
$20.1M ﹤0.01%
823,688
+387,779
2099
$20.1M ﹤0.01%
1,104,699
+712,831
2100
$20.1M ﹤0.01%
172,976
-314